In this video, you'll discover how to create, organize, and display contact attributes π
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Creating Contact Attributes
Click on your initials at the top right corner of Superchat, then select Settings
On the left, choose Contacts > Contact Attributes and click on New Contact Attribute
Enter a name for the attribute and select the data type:
Text
Number
Date
Date + Time
Single Choice
Multiple Choice
Click Create.
Well done! π
Sorting Contact Attributes
In Superchat, click on Contacts (at the top navigation bar)
Select View
In the dropdown menu, click on the icon with the six little dots next to the respective attribute you want to move
Drag the attribute to the desired position and release it
By clicking the small dot (on the right), you can show (green) or hide (gray) attributes in your view
Filtering Contact Attributes
In Superchat, click on Contacts (at the top navigation bar)
Choose Add Filter
Click on the respective attribute by which you want to filter your contacts
Use an Indicator and Text field to set your desired filter
Click Apply. Done! π
Displaying Contact Attributes
Click into the chat with the person whose contact attributes you want to view
Click on Contact in the top right to open the contact bar
In the contact bar, click on Contact Information. Here you'll see all the attributes stored in Superchat, and you can fill them out as you like.
Editing Contact Attributes
Click on your initials at the top right of Superchat, then select Settings
On the left, choose Contacts > Contact Attributes and simply click on the respective attribute you want to edit.
Deleting Contact Attributes
Click on your initials at the top right of Superchat, then select Settings
On the left, choose Contacts > Contact Attributes and click on the trash bin icon next to the attribute you want to delete
A pop-up window will appear, confirming the action. Click Delete to confirm.