Interested in changing how data is stored in your CRM? Learn more about configuring your CRM Fields.
Configuring CRM Fields
Using Configuration Options, you can adjust the settings for your CRM Fields.
To view Configuration Options, first navigate to CRM Fields. Next, create or edit a Field to view the following:
- Field Name (1)
- Field Type (2)
- Show Field (3)
- Field Validation (4)
Field Name
The Field Name will be used for reference throughout the system.
Quick Tip: We recommend choosing something short and easy for your Agents to understand.
Field Type
The Field Type determines what kind of data can be stored in a Field.
Note: The Field Type on existing CRM fields may not be editable.
Available Types:
| Field Type | Use Case | Notes |
|---|---|---|
| Limited Text | Best for storing small amounts of text information, such as names. | The character limit is 512 characters (including spaces). |
| Unlimited Text | Can be used for storing larger amounts of text information, such as descriptions. | Not recommended to include in Search, as searching large amounts of text may delay the return of Search results. |
| Dropdown Box | Can be used to present a drop down menu with a list of options to choose from. | Add Options to the list using the Option Field (1) and Add Option Button (2).
|
| Phone | Can be used to store additional phone numbers. | The format is 000-000-0000. Numbers stored in Custom Phone Fields cannot be used to dial Leads using the AI Dialer. They are available for manual dialing only. |
| Currency | Can be used to store monetary amounts. | Only numbers and the $ character can be entered. |
| Date | Can be used for storing dates. | The format is YYYY-MM-DD. |
| Date + Time | Can be used for storing date and time together. | The format is DD/MM/YYYY HH:MM <AM/PM>. |
Show Field
The Show Field settings determine whether or not a Field is displayed.
Show Field on Profile
If Show Field on Profile is checked, the Field will be displayed on the Lead Profile.
Show Field on Queue
If Show Field on Queue is checked, the Field will be displayed as a column header when viewing Leads in a Queue.
Field Validation
Field Validation settings determine whether or not a Field is required, and any data formatting requirements for it.
Require Field
If Require Field is checked, the Field must be filled out when editing a Lead Profile.
Note: Ensure Show Field on Profile is checked if Require Field is checked.
Required Pattern
If a Required Pattern is selected, the data in the field must match the format selected. If the data entered does not match the selected , a warning will be displayed.
Available Formats:
| Format | Characters Allowed |
|---|---|
| None | All characters. |
| Alphanumeric | Letters, numbers and spaces only. |
| Numeric | Numbers only. |
| Currency | Numbers and the $ character. |
| Custom | A custom pattern written in regular expression. Contact Tech Support if you need assistance with this. |
Save Changes
When you create or edit a CRM Field, be sure to click the Save button when you are finished.
