Adding a New Custom Field
To add a new custom field select the entity from the Entity drop-down where you want the new custom field added.
- Click Add Field button at the bottom-left corner of the General tab of Fields editor to create a new custom field for the selected entity.
- An Add Custom Columns screen appears. You can define the Label and Data Type for the field.
- Depending on the field that is selected, you can define the data type for the field from the following available options:
- Date - Select the Date option to store the field data in MM/DD/YYYY format,
- String - Select String option to store the field data as ASCII characters,
- Boolean - Select the Boolean option to store the field data as 0 or 1,
Number - Select the Number option to store field data as Integers or Fractional numbers. For example -1, 2, 1.2).
- Make your changes and click Ok.
- Click Save to save the new custom field.
- Defining the data type ensures that proper data type is used throughout the LiveVox Portal (LVP). Once a data type is defined for a custom field, only that data type is accepted (For example - If data is defined as a Number Type, only integers or fractional numbers are stored).
- All the Segmentation and Advanced Search logic dynamically change their relational operators to correspond with the data type.
- You can update the label for each phone field in Contacts manager through Fields editor. Once labeled, the name persists throughout the platform where ever the phone position is referred.
Editing Custom Columns
- Select the Entity where the custom field is listed.
- Select the custom field you would like edited.
- Double click will open the Edit Custom Columns screen.
You can update the label and data type as needed. Click OK.
Select Save to save the changes.
- In addition to the existing 114 standard fields, LiveVox currently offers 100 additional custom fields for Contact Manager (see Contact Manager Field Storage page for details)
- Please contact Client Services if you want a custom field deleted.