Create custom fields for contacts - GoTo Connect Support

Create custom fields for contacts

Create custom text and date fields to provide more information and details about your contacts.

Before you begin:

For Contact Center customers, you must be set up as a user and be assigned the Supervisor role or Admin role.
For Customer Engagement customers, you must be set up as a user and be assigned the manager role or Admin role.

Sign in to our GoTo desktop or web app.
From the left navigation, select Contacts > Settings > +Add custom field.
Choose a Type.
Enter a name for the custom field.

Note: A maximum of 50 characters is allowed.
Select Save.

Results: The new custom field will appear on all contacts.

Article last updated: 24 May, 2024