You can add different types of data, you can add Screenpop data, and Script data. You can add and map the data from Account, Contacts, and Ticketing database to the elements in the script. For detailed information on the Data tab, see Data Tab.
Adding the Screenpop Data
- Access U-Script.
On the SCRIPTS tab, select the Script to which you want to add the data. - Click the Data tab.
- Click the Add Data button, .
The New Data window appears. Specify the following data in the fields:
Field Description Source Type Select the source type from the drop-down list. Name Specify the name for the data. Screenpop Key Specify the name that you want to provide for the elements.
Make a note of the name you specify here so that you can use the same name for the elements/controls.
When you select the Source Type as Account/Contact/Ticket, the field changes to the Account Key/Contact key/Ticket Key. Select the required field.
Description Specify the description for the screenpop data. This is an optional value. Default Value Specify the default value. This is an optional value. Is Payment Field If the data is used in the payment-related information, enable the option. Click Save.
The data appears in the Data list.- You can similarly create fields for script data and contact data.
- While creating data for Accounts/Contact/Ticket fields, you must select Source Type as Accounts/Contact/Ticket, all the fields present in the Accounts/Contact/Ticket list appear, select the appropriate fields and save the details. As an example, we want to add Client ID from contact details as data. So in the Source Type, select the Contact and Contact key, and select Client ID from the drop-down list.
Show me How
This video shows how to add data to your script.