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.
- This will open the Add Custom Columns screen where you can define the label attribute and the 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).
- 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).
- Defining the data type ensures that proper data type is used throughout the voice portal.
- All the Segmentation and Advanced Search logics dynamically change their relational operators to correspond with the data type.
- Make your changes and click Ok.
- Click Save to save the new custom field or Cancel to discard the changes.
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. Select OK.
Select Save to save the changes and Cancel to discard 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.