Help Center

Go to Aesthetix CRM

All collectionsSettingsSettings (Custom Values and Custom Fields)Creating Phone Custom Fields

Creating Phone Custom Fields

Streamline your data collection in Aesthetix by learning how to create custom fields specifically for phone numbers. This informative article walks you through the process of setting up phone custom fields, ensuring accurate input and easy access to contact information. Discover tips for formatting phone numbers, validating data, and integrating these fields into your existing workflows. With clear instructions and practical examples, this guide is perfect for users looking to enhance their Aesthetix experience and improve communication efficiency with custom phone fields tailored to their needs.

1. To begin, Click on "Settings."

1 To begin, click here.

2. Afterwards, click on "Custom Fields".

2 Afterwards, click on "Custom Fields".

3. Click on "Add Field".

3 Click on "Add Field".

4. Click on "Phone".

4 Click on "Phone".

5. Now, review the structure in the preview section.

5 Now, click on "Next".

6. If satisfied, click "Next" to proceed.

6 Upload

7. Enter a name in the "Field Name" section.

7 Next up, click here.

8. Use the drop-down menu to select a "Group."

8 Click on "Select".

9. If needed, add a placeholder by clicking the appropriate option.

9 Once that's done, click here.

10. Another drop-down menu will appear for object selection.

10 After that, click on "Contact".

11. If creating a form or survey, add a prefill value.

11 Following that, click on the element.

12. After that, click on "Additional preferences".

12 After that, click on "Additional preferences".

13. If you require a unique key, click to customize it.

13 Click on the element.

14. Give your new custom field a description in the provided space.

14 Click here.

15. Finally, click "Save" to confirm your settings.

15 Upload

Did this answer your question?

😞

😐

😁

Terms & Conditions Privacy Policy