If you have information that you would like to record against a contact that is not part of the standard contact information you can create a custom data field that you and your staff can fill in.
These work best when using a specific bit of information that you want to record.
Examples of good use of a custom data field to record details would be:
recording registration or license details (driver license number, Student ID)
number of dependent children
date of registration
Info |
---|
See https://actionstep.zendeskfreshdesk.com/hcsupport/en-ussolutions/articles/360053853594-Custom-Participant150000020021-introduction-to-participant-custom-data in Actionstep Help Center |
Hands-on |
---|
|