Update A Contact Record | Kizen Basics

Overview

While guest services helps Marcus recover Sofia’s backpack, the staff member reviewing the request noticed something missing from the Contact Record.

The Lost Item Request is linked to Marcus’s Contact Record, but the visit date for the Reyes family is missing. Without that information, staff cannot easily confirm when the family entered the park or trigger future Agentic Workflows tied to guest visits.

To correct this, the staff member updates Marcus’s Contact Record to include the Visit Date.

Why This Step Matters

Capturing the Visit Date allows Flywheel Adventure Park to connect operational events, such as lost item requests, to the guest’s actual park visit.

This information will also be used in other tutorials when creating Agentic Workflows that respond to guest activity.

For example, Agentic Workflows could:

• Send reminders before a guest’s visit

• Assign operational tasks to park staff

• Send follow-up messages after a visit

Accurate record data ensures that these Agentic Workflows run at the correct time.

Before You Begin

Before updating Marcus’s Contact Record, make sure you have:

• Permission to edit Contacts and create Custom Fields

• Access to Data > Contacts

• A Contact Record for Marcus already created (see Create Your First Record)

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Update a Contact Record

1

Open the Contact Columns Editor

1. Navigate from Data > Contacts.

2. Locate the Edit Columns icon on the right side of the table header and select Edit Columns.

This opens the Edit My Columns configuration screen.

2

Open Object Field Settings

1. In the Edit My Columns screen, scroll to the bottom of the Available Columns section.

2. Select Customize Fields.

This opens the Editing Object – Contacts configuration page

3

Create the Visit Date Field

Select + Add New Field.

In Field Settings, enter the following:

• Field Name: Visit Date

• Category: Contact Info

• Description: Visit Date for Guests

• Under Choose Field Type, select Date.

• Select SAVE.

The Visit Date field is now added to the Contact Object.

4

Add the Field to the Contact Table

After creating the field, it must be added to the visible table columns. After adding Visit Date field, you'll land on the Custom Fields Contact Settings page.

Return to the Edit My Columns screen by selecting Customize Layout, then go to Default Columns.

1. In Available Columns, locate Visit Date.

2. Drag Visit Date into the Active Table Columns section.

1. Position the field where you want it to appear in the table, and drop it. There is a column preview where you can see how this information will be displayed.

1. Select SAVE.

If you go back to the Contacts page, the Visit Date column now appears in the Contacts table, allowing staff to view and manage guest visit dates directly from the contact list.

This information can later be used in Agentic Workflows or reporting, such as identifying guests who visited on the same day an item was reported lost.

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What’s Next

Next, you can create an Agentic Workflow that moves requests through stages. For example, when a request moves from Reported to Searching, an Agentic Workflow could assign the task to the appropriate team or notify staff responsible for the ride area where the item may have been lost.

Learn how to create this process in Create Your First Agentic Workflow topic.