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Useful details stay beside the conversation
Less searching through chats
Staff can find a repeated business detail in a defined location. That is more dependable than hoping the customer mentioned it in a message the next colleague happens to read.
Customer management · Custom fields
Keep customer details in fields your team can find.
Add structured customer information beyond the standard contact record. SAYLS custom fields help your business capture relevant details in a consistent format instead of burying everything in free-form messages.
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See the task in actionCustomer records
Custom fieldsYOUR WORKFLOWCustomer contextCustomer enquiry
- Custom field
- Preferred branch · Islamabad
- Workspace
- Custom fields
- Next
- Review the workflow
Useful details stay beside the conversation
Store a useful reference in a dedicated customer field.
The task behind the feature
When important context lives in someone's memory
A generic name and phone number are not enough.
A service type, preferred branch or customer reference can change how your team should respond. If those details only exist in an old message, staff spend time searching and may still miss them. Custom fields give repeated information a defined place, making records easier to understand and maintain as the team grows.
See how the pieces fitOne practical way to use it
Replace the missing detail with a useful field.
Start withOne branch, reference or preference field
- 01
Decide what is genuinely useful
Choose a detail that helps staff make a practical decision or complete a customer task. Avoid adding fields just because the system allows them; unnecessary questions create work and increase the personal data you hold.
- 02
Configure the field clearly
Give it a recognisable name and choose the supported field type. Set required or table-display behaviour where appropriate so the field fits your working process rather than making every record harder to complete.
- 03
Use and review the information
Teach the team when to update the value and check a few real records together. Remove ambiguity in naming before inconsistent data spreads across imports, customer conversations and daily list work.
Keep the next person in the picture.
Choose a clear field label and collect only the details needed for the workflow.
Why this is useful in practice
Your customer record can reflect your business.
More consistent records
A shared field name makes expectations clearer. When everyone knows what a value means and when it should be entered, information becomes more useful for everyday customer service.
A closer fit for your business
Keep a general-purpose CRM relevant to your actual workflow. The goal is a small set of useful details that support action, rather than a large form customers and staff do not want to complete.
Choose a useful starting point
Details worth keeping beside the conversation
- Record a customer's preferred service location.
- Keep an internal customer or enquiry reference.
- Store a relevant business category for follow-up.
Your first useful workflow
Try custom fields with your team.
Store a useful reference in a dedicated customer field. Start with one branch, reference or preference field and review the result before choosing a plan.
A little clarity goes a long way
A little more about custom fields.
Understand the setup, the costs and the next step before you decide.
01Can I make a field mandatory?
The custom field configuration includes required behaviour for supported types. Use mandatory fields selectively so staff can still create and help a customer when non-essential information is not yet available.
02Should I store sensitive information here?
Only collect information your business needs and is entitled to hold. Consider access, retention and applicable privacy duties before adding health, financial or other sensitive data to general customer records.
03Does a custom field create an external integration?
No. A field stores structured information in the CRM. Connecting that value to another system requires an appropriate supported mapping or API workflow and should be tested for the intended use.
Connect the useful pieces
What works alongside custom fields?
Customer management
Customer records
Keep customer details, contact status and useful context in SAYLS.
Explore this featureCustomer management
CSV import
Move an existing customer list into SAYLS through the CSV import workflow.
Explore this featureCustomer management
Team & permissions
Add staff and define what they can do in SAYLS.
Explore this feature