We’re currently in our implementation with Front and custom fields across inboxes, contacts, accounts, conversations, etc. are bit intimidating for our team. Does anyone have any advice on how to think through the different custom fields and/or examples of how this has helped automation?
Question
Thinking about Custom Tags at Setup
+1
+5Hi Ben!! Thanks for posting about this 😊
You may have seen this already, but our Help Center has an article that briefly outlines what each category of custom field can be used for:
Depending on the Front plan your team is on, custom fields can open up a whole treasure trove of possibilities for building out customer information and automating complex workflows.
Is there a use case or any specific workflows that you and the team are looking to configure in particular, that you think custom fields could help with? ☺️ Happy to help further 👍
+1Thanks, Luke. Generally, the challenge is coaching the team to think about custom fields, bit of a cold start problem. Major use case is what other custom fields should we employee about our customers outside of the standard (account manager, ops person, etc.) and then building corresponding automation off said fields. Think it’ll help once we’re fully cut over.
+6Hi Ben! Cat here from the Front support team 🌻
Thanks for following up. In general, I think you’ll learn which fields are going to be required as time goes on - chatting with your team about this will be really important as they get used to working in Front.
If any specific situations come up where you would like more detailed advice, we’d be happy to share advice here or feel free to drop our team a line via the contact form: https://help.front.com/en/contact-us
Cheers,
Cat
Login to the community
No account yet? Create an account
Use your Front credentials
Log in with Frontor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.