6.5 Contacts Field

Owned by SUPPORT
Last updated: Nov 03, 2024
2 min read

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 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. 

（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.