V3 Global Custom Fields

Owned by XCALLY Knowledge (Unlicensed)
Last updated: Jul 29, 2024 by Product Knowledge
4 min read

 

On this page

What is a Global Custom Field?

In the CM section, we provide default fields and, in addition to them, we give you the possibility to set your custom fields, to store information relevant for your business.

A global custom field is a contact custom field that is not associated with any list and is visible in all contact views irrespective of the list.

The Global Custom Fields section

Click on Global Custom Fields:

Now you can see all the Global Custom Fields already defined or create new ones:

Create a global custom field

To create a global custom field click on  New Custom Fields button and fill the details:

 

  • Alias: name of the global custom field that will be displayed on the contact’s view

  • Type: type of the global custom field. You can use one of the following custom field types:

    • Text: a simple text input field

    • Select a single-choice list. To add the choices for the select, write the text and click enter.

    • Number: a number input field

    • Switch: toggle switch with values true/false

    • DateTime: Date and time picker

    • URL: https URL field

  • Required: set true if you want to set the global custom field as mandatory

  • Click to action: set true if you want to activate an action (in this case voice type)

Click Save to confirm

After the custom field is created, you can view, edit or delete it under list of global custom fields.

Now if you add or edit a contact in any list, you will be able to set the global custom field on the right column.

Deleting a global custom fields will erase all the related data in the database

For click to action option (usable only for agent), when an agent will open the contact, he/she will see custom field with the possibility to activate a voice option


Edit a global custom field

Find the global custom field from the global custom field lists, click on Edit Custom Field:

Modify the fields and then click Save.

Delete global custom fields

To delete a global custom field, find the custom field from the list and click on Delete:

To delete multiple gobal custom fields, select multiple custom fields by marking the checkbox on the left side and then click on Delete button (ok to confirm).

When you select a custom field to delete, the system shows a warning to confirm the removal

Then you can filter custom fields by choosing between All and Deleted

By applying Deleted filter you can see the deleted custom field which you can Permanently delete also from database

In this case a popup warning asks you to confirm your operation

 

Export list of global custom fields

To export list of global custom fields, select the custom fields to export by marking the checkbox on the left side and click on Export button.