How to Customize VanillaSoft Phone Fields

By default, VanillaSoft provides three phone fields: Business, Mobile, and Home. These fields can be customized to suit your specific needs. You have the option to rename existing fields, add or remove fields, set which field can receive SMS messages, include extensions, and set the display order on the Caller side. Admin access is required to make these changes.

Steps to Change Phone Field Name

  1. Log in as an Admin: From the Admin homepage, select the project you want to modify.

  2. Access Phone Fields: From the top menu, select Field Customization, then choose Phone Fields from the drop-down.

  3. Make Changes: Rename the fields as needed and click Save.

Your phone fields have now been updated. Reports and integration profiles within VanillaSoft will automatically reflect these changes, so there is no need to update existing fields within those sections.

Steps to Add Phone Fields

  1. Log in as an Admin: From the Admin homepage, select the project you want to modify.

  2. Access Phone Fields: From the top menu, select Field Customization, then choose Phone Fields from the drop-down.

  3. Add New Field: At the top of the Phone Field list, enter a label for the new phone field. Click the green plus symbol to add it.

  4. Save Changes: Once you’ve made all desired changes, click Save.

Your phone fields have now been updated. Reports and integration profiles within VanillaSoft will automatically reflect these changes, so there is no need to update existing fields within those sections.

By following these steps, you can ensure that the phone fields in VanillaSoft meet your specific requirements. For more detailed information on customizing phone fields and other features, refer to the relevant VanillaSoft support resources.

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