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Overview

Z360 contacts now support richer records than a single email and phone number. A contact can have multiple email addresses, multiple phone numbers, one primary email, one primary phone number, tags, a company link, and organization-defined custom fields. Use this guide when your team needs to keep detailed customer context on the contact record instead of spreading it across notes, conversations, or external systems.

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Manage Multiple Email Addresses and Phone Numbers

The contact form has separate Emails and Phone Numbers sections.
  1. Open Contacts Go to Contacts and create a new contact or edit an existing one.
  2. Add contact methods In Emails or Phone Numbers, click Add to add another row.
  3. Choose the primary method When more than one value exists, use Primary to select the email or phone number Z360 should treat as the main one.
  4. Remove old methods when needed Use the delete button on a row to remove an email or phone number that no longer belongs on the contact.
  5. Save the contact Z360 validates each email and phone number before saving.
When a contact has additional methods, list views show the primary value and a compact +n indicator for the extra values. Use the full contact record when you need to review or edit every method.

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How Primary Contact Methods Work

Z360 keeps the selected primary email and primary phone in sync with the full list of contact methods.
  • If a contact has one email, that email becomes the primary email automatically.
  • If a contact has one phone number, that phone number becomes the primary phone automatically.
  • If a contact has multiple values, choose the primary value before saving.
  • If you edit the row that is currently primary, Z360 carries the primary selection to the edited value.
  • A primary email or phone must match one of the values in the same list.
This matters because the primary method is what appears most prominently in contact lists and legacy contact fields. The contact form includes a Link to a company? switch.
  1. Turn on Link to a company?.
  2. Choose an existing company from the company picker, or create a new company directly from the contact form.
  3. When creating a company, add a company name and, when useful, a website and logo.
  4. Save the contact.
If you create a company with a website, Z360 normalizes the website and can reuse an existing company with the same website instead of creating a duplicate. Uploading a company logo only applies when Z360 creates a new company. Turn the company switch off to detach the contact from a company.

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Set Up Contact Custom Fields

Admins can manage contact custom fields from the contact settings area under Settings.
  1. Open Settings.
  2. Go to the product contact settings area.
  3. Add a new field, or use a common preset when one is shown.
  4. Choose the field type.
  5. Add dropdown or multi-select options when that field type needs options.
  6. Turn on Required only for fields that must be completed on contacts.
  7. Save or allow the field row to autosave.
Z360 hides preset suggestions after a few fields so the settings page stays focused on your configured fields.

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Supported Field Types

Use the field type that matches how you want to enter and filter the data.

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Fill Custom Fields on a Contact

After a field is configured, it appears in the contact form and contact details area.
  1. Open or edit a contact.
  2. Fill each custom field with the correct value.
  3. Complete any field marked with a red required indicator.
  4. Save the contact.
Required custom fields are checked on save. If a required field is empty, Z360 shows the error beside that field.

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Filter Contacts by Custom Fields

Custom fields are added to the contact filter system. The filter control changes based on the field type.
  • Text, long text, address, secondary email, and secondary phone fields use text search.
  • Number and currency fields use min/max range filters.
  • Date fields use date range filters.
  • Dropdown and Yes / No fields use select filters.
  • Multi-select fields use multi-select filters.
This makes custom fields useful for operational lists, such as contacts with a certain renewal date, contacts in a customer tier, or contacts missing a required qualification.

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Use Ask Z with Contact Custom Fields

Ask Z can help with contact custom fields when the fields already exist in your organization. Use Ask Z to:
  • View custom field values on a contact.
  • Create a contact with custom field values.
  • Update a custom field on an existing contact.
  • Search contacts by custom field values.
Use the field name your team configured in contact settings. Ask Z can look up each field’s ID, type, options, and required flag before creating, updating, or filtering contacts. If a field uses controlled options, such as a dropdown or multi-select field, ask Ask Z to use one of the configured options.

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Best Practices

  • Use the built-in email and phone method sections for real communication addresses and numbers.
  • Use secondary email or secondary phone custom fields only when the value is descriptive metadata, not a primary communication route.
  • Keep required fields limited to information your team truly needs.
  • Prefer dropdowns, multi-selects, dates, numbers, and Yes / No fields when you plan to filter contacts later.
  • Link contacts to companies instead of repeating the company name in a text field.