How do I fill a customer's contact fields in SyBox?

Updated

In SyBox, this is done in Settings > Team and customers > Contact fields.

How to fill a customer's contact fields

  1. Open the conversation and its contact panel.
  2. The fields are under the notes. Fields not shown in the panel are under "More fields".
  3. Type or choose the value. It saves as soon as it changes; a value that does not fit shows "That value does not fit this field."

Where else the fields work:

- The advanced filter has "Contact fields" (see "How to use the advanced filter and save filters").

- Automations have the condition "Contact field".

- A quick reply can use {cf:key}, for example {cf:car_model}, which becomes the customer's value.

- A WhatsApp form's answer can be saved into a field.

More about Contact fields.