How to Create and Configure Custom Fields

1. Select Project: From the Admin homepage, select the project where you want to add the Custom Field.

2. Access Custom Fields: Open the Field Customization menu, then the Custom Fields sub-menu, and select the Custom Fields section.

3. Add New Field: Enter the desired field name in the Add New Field textbox.

4. Select Tab (Optional): If desired, open the Tab drop-down and select which tab you would like to save the field in.

5. Click Add: Add the new field to your project.

• Name: To change the name of a Custom Field, enter the updated name in this textbox and click Save.

• Field Status: The Active checkbox must be checked for a Custom Field to be visible on the Caller side. An unchecked Active checkbox will make the field unavailable for Callers.

• Visible:
  • Always: Displays on both the Contact page and the "Add" and "Edit" forms regardless of whether there is any data in the Custom Field for that Contact.
  • When Data is Present: Displays only if there is data in the Custom Field. If no data is present, the user will need to add the Custom Field from a drop-down list under Add/Edit Contact.
  • Only on Admin Screens: Displays only on the Contact Edit page from the Admin side.
• Permissions:
  • Allow Callers to Edit: Enables Callers to edit the text field information while on the Caller side.
  • Allow Callers to Search: Enables Callers to search for Contacts using this Custom Field as a search filter.
  • Allow Multiple Selections: (only available when Menu type is chosen) Allows multiple entries from a menu to be selected in this Custom Field.
• Field Type:
  • Input: Allows users to type text into a Custom Field.
  • Menu: Configures the Custom Field as a drop-down list.
  • Formula: Allows you to do calculations using other Custom Fields.
• Data Type:
  • Any Text: The Custom Field can contain text information, including characters and numbers.
  • Multi-Line Text: An expandable text box for multiple lines of text.
  • Web Link: Text entered as a valid URL/website will be presented as a clickable URL with a Go button.
  • Number - decimals allowed: Enter any number (positive or negative) with a thousands separator (comma) and optional decimals.
  • Number – no decimals: Enter digits only, with no commas or decimals. Negative numbers are allowed.
  • Currency: Values validated for currency and used in any formulas if applicable.
  • Percentage: Enter any number (including decimals) as a percentage.
  • Date or Date/Time: The Custom Field can contain date or date/time entries.

• Validate Data: Checks all existing data in the field for validity when converting an existing Custom Field into a new Data Type.

Input:

1. Select the Custom Field you would like to configure.

2. Open the Field Type drop-down and select Input.

3. Open the Data Type drop-down and select the desired option.

4. Enter any desired limitations in the Data Length fields.

5. Click Save.

Menu:

1. Select the Custom Field you would like to configure.

2. Open the Field Type drop-down and select Menu.

3. Open the Data Type drop-down and select the desired option.

4. Check the Enable Menu Item Scoring checkbox if desired.

5. Check the Enable Associated URL checkbox if desired.

6. Type the desired menu option text in the Menu Item text field and add the associated URL if applicable.

7. Click the add symbol to the left of the text field.

8. Repeat steps 6 and 7 until all desired menu items are added.

9. Sort the menu items as desired.

10. Click Save.

Formula:

1. Select the Custom Field you would like to configure.

2. Open the Field Type drop-down and select Formula.

3. Enter your desired formula in the Formula field.

4. Click Save.