Contact Fields in SparrowDesk

Contact fields help you store and manage important information about your customers. They enable agents to view details about a contact and personalize support interactions. You can use both default fields and custom fields to organize this data.

Accessing Contact Fields

To view or manage contact fields in SparrowDesk:

• Click on the settings icon in the left sidebar and select Contact Fields.
• Or, use Compass (Cmd + K) and search for Contact Fields to jump directly.

Default Contact Fields

SparrowDesk provides a set of default contact fields that are always available and cannot be deleted or disabled:

Full Name: Automatically constructed from first and last names.

Email: Customer's primary email address.

Phone: Customer's phone number.

• Should start with + (international) or 0 (local).
• Allowed characters: +, digits 0–9, -, (, )
• Length must be between 7 and 15 (excluding special characters).

UTM Parameters (latest captured during chat):

• utm_source
• utm_medium
• utm_campaign
• utm_term
• utm_content

These fields are automatically populated when a conversation starts via the chat widget and help agents understand the user's journey and context.

Custom Contact Fields

In addition to default fields, you can create custom contact fields to capture any additional data relevant to your workflow — such as membership level, customer ID, product type, etc.

How to Create Custom Fields

Step 1: Click on the settings icon from the left panel, and click on Contact Fields. Or use Compass (cmd +k) and search for contact fields.

Step 2: Click on “New Field”.

Step 3: Choose what kind of data field you want to create (data type).

Step 4: Enter a Field Name (e.g., “Subscription Plan”).

Step 5: Click Create to save the details and create custom contact field.

Supported Data Types

You can choose from the following field types:

• Dropdown – Select from predefined options (up to 50).
• Single Line Text – For short text values.
• Multi Line Text – For long descriptions or notes.
• Number – For numeric input only.
• Date – Date picker for calendar-based data.
• Email – Validated email field.

Internal Names in contact fields

Each custom field has a system-assigned internal name used in APIs and integrations.

• When you create a new custom contact field, SparrowDesk automatically generates a system-level identifier called the internal name. This internal name is derived from the label you enter. For example, if your field label is "Company Size", the internal name becomes company_size.

This internal name is important for API usage and integrations, where fields are referenced programmatically.

Editing Internal Name

You can modify the internal name only at the time of creating a custom contact field. To do this, click on the Change button that appears during field creation. This allows you to set a custom internal name before saving.

Once the field is created and saved, the internal name becomes locked. Even if you later update the field's label or dropdown options, the internal name remains unchanged.

This is done to maintain consistency across APIs and integrations that rely on this internal identifier.

Dropdown Field Options

• You can add up to 50 options per dropdown field.
• While creating the field, you can enter dropdown options into a text area — each line representing a single option.

After entering the options, click on Save Values and then Save property to create the dropdown custom field with options.

• Options can be reordered using drag-and-drop after entry.

• The order you define here controls how the dropdown appears when agents edit contact data.

Managing Custom Fields

• Edit Label or Options: You can update the field label and dropdown options at any time.
• Disable a Field: Temporarily remove it from the UI without losing any stored data.
• Cannot Delete Fields: For data safety and integrity, custom fields cannot be deleted.

When a field is disabled:

• It no longer appears in the contact view or edit screens.
• All previously stored data remains intact and can be accessed if the field is re-enabled.

Where Contact Fields Appear

Once created, contact fields are visible in:

• The Inbox when viewing a conversation
• The Contacts page when viewing or editing a contact

Agents can modify these values as needed, depending on their permissions.