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titleView Existing Fields

The Fields editor displays the list of fields existing in the selected Entity. These details include:

Entity - Displays the associated entities to the selected Fields. You can select the appropriate entity from the available drop-down list: 

  • Contact - Select Contacts for fields : Fields that are associated with a specific record in Contacts managerContact Manager.
  • Transaction: Campaign- Select Transaction for Campaign based fields that are associated with records within a campaign.
  • Interaction - Select Interaction for : Contact Flow-based fields that are associated with a specific call, email, or SMS.
  • Ticket: Ticketing- Select Ticket for Ticketing based fields that are associated with records within a Ticket.
  • Account - Select Account for fields : Fields that are associated with records within in an Account.
  • Agent - Select Agent for fields : Fields that are associated with records within in the Agent editor.
  • SMS Dnc: Fields that are associated with records in the SMS DNC in Contact Manager.
  • Phone Dnc: Fields that are associated with records in the Phone DNC in Contact Manager.
  • Email Dnc: Fields that are associated with records in the Email DNC in Contact Manager.
  • User:  Fields that are associated with user records.

Based on the selected entity, the General tab displays the following details:

    • Field - Displays the field name of the selected entity.
    • Label - Displays the label associated with the field name.
    • Data Type - Displays the data type defined for a field. The data type for a field can be defined as Date, String, Boolean, Number, or List.
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titleAdding a new custom field
  1. Select the Entity where you want the new custom field added.
  2. Click Add Field to create a new custom field. You can adjust the Label attribute to create a field.
  3. Define the Data Type for the new field you are creating, and then click Ok to add the new custom field.
  4. Click Save.

Info
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  • You need to add values to define a list, in the fields that have data type assigned as List. You can define a maximum of 50 values for a list.
  • You can view the custom fields defined for Contact manager Manager in the Contact Details screen by navigating to Configure > Contacts > Contacts, double-clicking a contact, and then clicking Contact Details.

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Note
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  • Custom fields are defined here before they become available for use in Contacts managerManager, Segmentation editor, and Contact Flow.
  • Once a data type is assigned to a custom field, no other data type is accepted in that field. For example, if you define a data as a Number Type, only integers or fractional numbers are stored.
  • You can update the label for each phone field in Contact Manager through the Fields editor. Once labeled, the name persists throughout the platform where ever wherever the phone position is referred.
  • Livevox currently offers a maximum of 100 custom fields for Contacts manager, 100 for account/Ticket, and 20 custom fields for Agent entities.