Contact information is stored in contact fields. CloudCX 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:
(1)Log in to the CloudCX Control Panel.
(2)From the left navigation menu, go to Contact > Fields.
(3)Click Add
(4)Select a data type as per your need.
(5)Provide field details, such as Name, Field length, Help text, or value required. The following example is a Dropdown list type field.
(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.
(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.