Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

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 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:

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

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

(3)Click Add

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.

c. Click OK.
The field appears in the list after your changes are saved successfully.

  • No labels