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 “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:
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（1）Log in to the
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CloudCX Control Panel.
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（2）From the left navigation menu, go to Global Settings > Advanced > Contact
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Fields.
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（3）Click Add
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（4）Select a . Provide Field name, Display name. b. 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.
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（6）(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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（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.
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