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How to Create Phone Number Custom Fields in Pest AI

Improve your contact database by adding phone number custom fields in Pest AI. This article provides a step-by-step guide on how to create and configure fields specifically for phone numbers, ensuring accurate and organized data entry. Learn how to integrate phone number fields into your forms to facilitate better communication and maintain comprehensive contact records.

1. Begin by accessing the Settings to customize your preferences.

1 Firstly, click on "Settings".

2. Next, navigate to Custom Fields to modify specific details.

2 Click on "Custom Fields".

3. Then, add a new field by selecting Add Field.

3 Following that, click on "Add Field".

4. Continue by defining the field type

4 Next up, click on "Phone".

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

5 Click on "Preview".

6. Proceed by moving to the next step with the Next button.

6 Once that's done, click on "Next".

7. Enter a title for this field where indicated.

7 Next, click on the element.

8. Select the appropriate category for this field.

8 Afterwards, click on "Select".

9. Optionally, specify a placeholder text for your field.

9 Click on the element.

10. Choose a relevant object for further configuration.

10 Click on "Contact".

11. Decide if you want to predefine some field values.

11 After that, click here.

12. Customize additional settings by clicking on Additional preferences.

12 Now, click on "Additional preferences".

13. Lastly, set a specific property key for this field if necessary.

13 Once that's done, click here.

14. Summarize the purpose of the field by adding a description.

14 After that, click here.

15. Finalize your settings by clicking on Save.

15 Then, click on "Save".

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How to Create Phone Number Custom Fields in Pest AI | Pest AI