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Set up customer fields that actually stay consistent

by Michał Włosik 1 min read Published Updated
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Michał Włosik

Michał Włosik

Writer

I turn complex topics around customer service, AI, and communication technology into clear, actionable content — from blog posts and whitepapers to case studies and automated content workflows.

Customer fields now come in three new formats: single choice list, yes/no, and URL.

Built for consistency, not just data entry

A limited set of options means every answer follows the same format, instead of relying on free text that can vary from one agent to the next.

Custom fields in Text appReliable enough to filter on

These formats make fields easier to set up and fill in consistently, and are reliable enough to filter on, like pulling every customer who matches a unified option.

Available now

Set up single-choice, yes/no, or URL fields the next time you create a Custom Customer field. Live now for every account.

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