Understanding custom fields
Overview
Custom fields provide the option to include additional details in your resources, which can be valuable for your workflows. These fields go beyond the default fields already available in Simpu. Elevate the functionality of your contacts by utilizing contact custom fields. These specialized fields will be displayed to users in the Contact Details sidebar, enhancing the information available on the contacts page.
Instructions
Step 1
Navigate to the Company settings tab, then click on the gear icon in your inbox top right corner. From there, choose Custom Fields in the left sidebar menu.
Click on the Add Custom field button.
Custom Field Category
Conversations
Custom fields tailored for conversations enable you to enrich your conversation threads with additional information. Once these custom fields are configured for your conversations, they can be leveraged in rules to automate various aspects of your workflows.
Related Articles
Custom fields
What are Custom fields? Custom fields are metadata categories used to add more details to contacts created. How to add custom fields: Step 1 Click on the custom field link under the organizations' settings page to add custom fields. Step 2 Add name, ...Understanding rules conditions and triggers
Overview Rule conditions are the building blocks of your automated workflow in Simpu. They consist of criteria that determine how incoming messages are processed. By defining rule conditions, you can instruct Simpu to perform certain actions on your ...Understanding the conversation summary
Overview The Simpu Conversation Summary feature allows you to quickly review and grasp a conversation's key points and details. This guide will provide a comprehensive understanding of effectively utilizing this feature and making the most of your ...Understanding your inbox layout on Simpu
Overview Understanding the layout of your inbox in Simpu is crucial for efficient management and navigation. Let's delve into the details of the inbox layout to help you grasp its various components and functionalities. Understanding the design of ...Understanding your inbox layout on Simpu
Overview Understanding the layout of your inbox in Simpu is crucial for efficient management and navigation. Let's delve into the details of the inbox layout to help you grasp its various components and functionalities. Understanding the design of ...