CRMintermediate

Contact fields reference

The complete list of fields on a contact record — the built-in identity fields, the channel-address sub-records, and where each appears in the UI.

May 11, 20265 min read

Contact fields reference

Atender’s contact record has a fixed set of built-in fields plus an open extension via custom fields. This article documents every built-in field, what it’s for, and where it appears.

Identity fields

These are stored directly on the contact record.

  • Name — text — Manual or auto-extracted — Display name; used as the primary label everywhere a contact is shown
  • First name — text — Manual or parsed from name — Used by some integrations and templates
  • Last name — text — Manual or parsed from name — Used by some integrations and templates
  • Initials — text — Auto-derived from name — Two characters used in the avatar when no profile image
  • Domain — text — Auto-derived from primary email — Drives auto-linking to organizations
  • Type — enum — Set on creation — individual or organization
  • Customer tier — reference — Manual / automation / API — Optional. See customer tiers
  • Linked organization — reference — Auto by domain or manual — Optional. Only meaningful for individuals
  • Custom fields — JSON — Manual / automation / API — See custom fields

Atender does not store a separate profile image field on the contact. Avatars use the initials by default.

Channel addresses (separate sub-records)

Emails, phones, and other channel identifiers are stored in a separate addresses table — not as fields on the contact itself. This means a contact can have many emails, many phones, etc. — and each address has its own metadata.

Each address has:

  • Type — One of: email, phone, whatsapp, messenger, instagram, chat_visitor, amazon
  • Value — The address itself (the email string, phone number, channel ID)
  • Is primary — One address per type can be marked primary
  • Created at — Used to break ties when picking primary on merge

A contact can have multiple emails (work, personal, alias), multiple phones (mobile, office), and channel identifiers across web chat, WhatsApp, Messenger, Instagram, and Amazon. Each is a separate row.

Address types in detail

  • email — An email address — Email channel; outbound replies; org domain extraction
  • phone — A phone number, with country code — Voice channel; outbound calls; SMS
  • whatsapp — A WhatsApp-formatted phone — WhatsApp channel routing
  • messenger — A Facebook Messenger PSID — Messenger channel routing
  • instagram — An Instagram user identifier — Instagram channel routing
  • chat_visitor — A web-chat visitor ID — Web chat conversations
  • amazon — An Amazon customer / message identifier — Amazon channel

Most tenants only use email and phone. The other types appear automatically when a customer first messages on that channel.

Primary address selection

Each address type can have one primary address. The primary is what Atender uses by default when:

  • Sending an outbound email — the primary email
  • Placing an outbound call — the primary phone
  • Displaying contact info in the inbox — the primary of each type

When merging contacts, Atender picks the primary by oldest createdAt per type. After a merge, you can change which address is primary in the contact detail.

Custom fields

Beyond the built-in fields, custom fields let you extend the contact schema. Field types supported:

  • text — Single-line text
  • textarea — Multi-line text
  • number — Numeric value (integer or decimal)
  • date — Date picker
  • select — Single value from a predefined list
  • multiselect — Multiple values from a predefined list
  • checkbox — Boolean (true / false)

Custom fields are organized into sections in the contact detail. Configure them in Settings → Custom Fields. Custom fields exist on both contacts and organizations.

See What are custom fields?.

Capacity

  • Maximum addresses per contact — 500 (combined across all types)
  • Maximum tiers per tenant — 6
  • Maximum custom fields — No hard limit — practical limit set by your custom-field configuration

The 500-address limit is generous — most contacts have one or two emails and a phone. Hitting it usually indicates a data import gone wrong.

What’s NOT on the contact record

Some things you might expect aren’t stored on the contact:

  • Conversation history — The conversations table; surfaced in the contact’s Conversations tab
  • Notes — Not implemented as a contact-level feature today; use conversation comments or custom fields for structured notes
  • Profile image — Initials are used as the default avatar

See also

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Reference

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