Contact information is stored in contact fields. CloudFon CX contact fields include system fields and custom fields.
In the fields list, fields are marked with different letters.
Letter S represents a system field. System fields cannot be deleted. Only part of the field information can be edited.
Letter C represents a custom field. You can create, edit, or delete custom fields to track your contact information better.
Letter I represents an identity field. All identity fields are system fields. At least one of the identity fields is required when creating a contact.
To create a custom contact field, follow these steps:
Log in to the Cloudfon CX Control Panel.
From the left navigation menu, go to Contact > Contact Group Fields.
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Click Add
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enter Contact Group Name, then click Add,
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select desired agent, then click Add.
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Edit
Click Edit icon, edit contact group.
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Delete
Select desired contact group, click Delete icon, Delete the group.
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a. Provide Field name, Display name.
b. (Optional) Turn on the toggle keys: Visible and Required. The meaning of field settings are as follows:
Visible: Visible fields appear when creating contacts. If you do not need a prebuilt field, turn off the Visible toggle to hide it.
Required: Required fields indicate the information is required when creating a contact.
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c. Click OK.
The field appears in the list after your changes are saved successfully.