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Contact information is stored in contact fields. CloudFon CX CloudCX contact fields include system fields and custom fields.

In the fields list, fields are marked with different letters.

  • Letter S 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 I”represents an identity field. All identity fields are system fields. At least one of the identity fields is required when creating a contact. 

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To create a custom contact field, follow these steps:

(1)Log in to the Cloudfon CX CloudCX Control Panel.

(2)From the left navigation menu, go to Global Settings > Advanced > Contact > Fields.

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(3)Click Add

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(4)Select a data type as per your need. 

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(5)Provide field details, such as Name, Field length, Help text, or value required. The following example is a Dropdown list type field.image-20240614-070616.pngImage Removed

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(6)(Optional) Turn on the toggle keys: Visible and Required. The meaning of field settings are as follows:

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(7)Click Save to complete the custom field configuration.

Now, when you go to your Agent Console, you will find a custom field that has been added under the Contact tab.image-20240614-071304.pngImage Removed

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