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Global Custom Fields

Global Custom Fields

 

XCALLY Section

Contacts Manager → Global Custom Fields

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Overview

Global Custom Fields are custom-defined contact fields that are not associated with any specific list.

They are:

  • Visible across all contact views, regardless of the list the contact belongs to

  • Useful for storing universal contact information relevant to your business

  • Managed from the Global Custom Fields section within the Contacts Manager

This page describes the Global Custom Fields configuration on the New Client Experience, available from version 3.51.0. We recommend using the New Experience web interface to take full advantage of the latest features.

The Global Custom Fields section

Navigate to Contacts Manager → Global Custom Fields

Here, you can view all existing global custom fields or create new fields.

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From this section you can:

  • search for a specific custom field

  • set and clear filters

  • manage visible columns

  • filter by All | Available | Deleted

  • activate the advanced search for each field

  • delete custom fields (single or bulk delete)

  • edit a specific custom field

  • create a new custom field, by clicking on Add

Create a global custom field

Click on the Add button and fill in the following details:

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  • Alias: the display name of the custom field shown in the contact’s view

  • Type: field input type among:

    • Text: plain text input

    • Select: single-choice dropdown – press Enter to add choices

    • Number: numeric input

    • Switch: true/false toggle

    • DateTime: date and time picker

    • URL: HTTPS link input

  • Required: enable this if the field should be mandatory for all contacts

  • Click to action: enable to activate a voice action on the field

The Click to Action option allows agents to initiate a voice call directly from a global custom field. This feature is usable only by agents.
When enabled, the custom field becomes clickable in the contact view.

Click Add to confirm

 

Once created, global custom fields appear in the right-hand column when adding or editing a contact, across all lists.

 


Edit a global custom field

Find the global custom field from the list, click the three dots button and choose Edit.

Modify the fields and then click Save.

Delete global custom fields

Deleting a global custom field will erase all associated data from the database

 

To delete a global custom field, find the custom field from the list, click the three dots button and choose Delete.

You can also delete multiple fields, by marking checkboxes on the left of each row and clicking Delete button.

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

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You can filter the global custom list by All, Available and Deleted

For deleted fields, you can choose to permanently delete them from the database, by clicking on 3 dots buton and select Permanently delete

A confirmation popup will appear before final removal.

 

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 to CSV button.