To edit Database fields, hover over the Data icon in the Navigation bar and click on Edit database fields.
To edit a campaign field, ensure you have selected the correct campaign using the campaign filter on the left-hand side of the page. Once confirmed, select the gear icon on the right-hand side of the field you would like to edit. You will be presented with the following window.
- Agent Prompt - The field name presented to the agent while on a call. Administrators can display a different field name to the agents to what exists in the database.
- Input Type - This determines the type of field you are creating and can range from free text entry, date and time functions to drop-down lists and radio buttons.
- Hidden - This allows the field to be hidden from the agents view.
- Required? - This determines whether or not the agent has to enter a value in this field before the call can be dispositioned.
Once satisfied please click Save changes.
More options regarding database fields are available in the Edit Database fields page.