Troubleshooting Missing Custom Fields on the Contact Page and During Import
If you’ve created a custom field but can’t find it on the Customer (Contact) page or while importing customer data via CSV, it may be due to the custom field not being mapped to the correct form. This article explains why this happens and how to ensure your custom fields are properly visible and usable.
When a custom field is created under Admin > Manage > User Fields, it will not automatically be displayed in the Contact or Agent forms.
During the creation process, you will be required to specify whether the field should appear in the Contact Form or the Agent Form.
However, if you skip this step during creation, you can always add it later by following these steps:
- Go to Admin > Manage > User Fields.
- Navigate to the Contact Form tab.
- Add the field by either creating a new one or selecting an existing field to include.
Only fields mapped to the Contact Form will be shown on the Customer page and used during import operations.
Making Custom Fields Available for Import
When importing customer data using a CSV file:
- Ensure your CSV file includes a column for the custom field.
- During the import process, a field mapping popup will appear.
- Use the dropdown options to map each CSV column to the correct custom field.
- Once mapping is complete, proceed with the import. The data will populate as expected.
After the field is added to the Contact Form, it will automatically show up in the Import Data module for CSV mapping.
