Custom fields
Add your own fields to every contact, such as an account number or a VAT number, and let your saved replies fill them in as you write, so nobody retypes them.
What it does
Fields that fit your work
Your own fields
Add text, number, date, email, phone, person or choice fields, up to 50 in all.
Filled into replies
A saved reply with {{contact.customer_number}} fills in from the first person in To who is a contact.
Filled values show
Values filled from a contact are underlined until you edit them, and an empty detail is pointed out before you send.
On the contact card
Choose two fields for the card that opens from a name in a conversation.
How it works
Add, fill, use
- 1
Add a field
An administrator opens Settings › Contacts › Fields and chooses Add a field: a name, a type and the key used in templates.
- 2
Fill it in
Add values on a contact’s page, import them from a file, or send them through the API.
- 3
Use it
Put {{contact.customer_number}}, or the key you chose, in a saved reply. It fills in when you insert the reply.
Good to know
The details
- Who can use it
- Administrators add and remove fields. Everyone who can edit a contact can fill them in.
- Where
- Settings › Contacts › Fields. Administrators also choose the two fields on the contact card there.
- Removing a field
- It is emptied on every contact, and saved replies that use it stop filling it in. DMU Mail counts the contacts first.
- No value yet
- The placeholder stays in the text, in a warning colour, and DMU Mail points it out before you send.
- Personal contacts
- A value on a personal contact fills in only your own replies.
Be one of the first teams in
We let a few organisations into the private beta every week. Join the waitlist and we’ll email you when there’s room for your team.
Three quick questions. No card needed.