How to Create Custom Fields and Custom Panels

Custom fields extend contact and log entries by allowing you to add your fields for important pieces of information you’d like to associate with a particular call or caller. Custom fields can be used within the softphone, call log, smart routersnotifications, and reports.

Click here to watch our video walkthrough on custom fields. 

  • Custom fields are grouped into "panels"
  • ​Panels can be displayed as call log columns (one per account) or call log action icons
  • Up to 30 custom fields can be added for each account

Adding Custom Fields:

Creating custom fields allows you to add new fields to the Contact panel (which will show with the user’s contact information in the call log) or the Score panel (which will show in the Score section in the call log).

  1. Navigate to Settings → Custom Fields.
  2. Click the “Add Custom Field” button to add a new field for either section.
  3. Enter a name for your field and choose a field type (such as phone number, email address, checkbox, plain text, or even a drop-down menu).
  4. Choose whether you want the field to be saved to the individual activity (call, text, or form) or the person’s caller ID.
    • "Save to Activity" might be more useful for fields such as ratings or products mentioned on the call, whereas "Save to Caller" might be preferable for fields to track account IDs or extra contact information.
  5. You will also have the option to edit the API name for each custom field you add. This defines the name of that field for purposes of retrieving or interacting with it via the API. The API name cannot be changed or removed once it is set.
  6. If you would like to add your custom fields as a new column or as an action icon in the call log, click New Panel in the upper right corner.  Your new panel will appear below the existing Contact and Score panel areas.
  7. At the top of the panel, you can add a name and description.  The box icons on the upper right side of the column will set what type of panel it will be (standard, call log column, or action icon).
    • Note that only one new column can be added per account. Action icons will appear in the existing “actions” column in your call log, alongside the existing email and flag buttons.
    • Clicking the Required checkbox will make this field required to fill out. 
    • Clicking the Log Visible checkbox will allow the field value to display in the Call Log. If the box is unchecked, the space will be blank in the Call log, even if the field is filled out. 
    • Clicking the Redact Data checkbox will permanently remove any data in this field. 

Screenshot

 

Custom Fields Dependencies:

What is a Dependent Field?

Dependent fields allow you to enforce dependencies on a custom field such that if one field is not filled out the agent can not fill out another field. If the value of a dependent field does not matter, you can leave the dependent value blank.

Setting up a Dependent Field:

Step 1. Navigate to Settings >> Custom Fields.

Step 2: Locate the Custom field that should appear if another custom field is filled with data. 

 

In this example, we will want the Test 1 custom field to display if/only if the NEW SCORE STARS custom field is entered with any value.

Screenshot_2023-03-09_at_4.41.54_PM.png

Step 3. To the far right of the custom field, click the Blue Chain icon (dependent field icon) to create the dependency.

Screenshot_2023-03-09_at_4.50.27_PM.png

Step 4: Once the Blue Chain Icon is clicked, it will load the Field Dependency pop-up.

Screenshot_2023-03-09_at_4.51.54_PM.png

Step 5: Select the Dependent field that when entered with data, will then display the Test 1 custom field. 

In this use case, we will select the NEW SCORE STARS custom field. NOTE: Anytime the NEW SCORE STARS custom field is filled with data, the Test 1 custom field will then be displayed. 

Screenshot_2023-03-09_at_5.05.00_PM.png

If you want the Test 1 custom field to be displayed when a specific value is entered in the NEW SCORE STARS custom field such as the number 1 (one-star value), make sure to add this value to the Field Value box as shown in the screenshot below. This configuration will only display the Test 1 custom field if the NEW SCORE STARS custom field is set to 1 (one star). 

Screenshot_2023-03-09_at_4.52.47_PM.png

 

Custom Fields and Smart Routing:

Custom fields can be used in rules for call routing in your smart routers. If you’d like to route calls based on caller ID, premium support status, or product type, you can create custom fields for those values and set them as the conditions for your smart router.

Custom Fields and Salesforce:

Custom fields also work in conjunction with your CTM/Salesforce integration. Once you create your custom fields in CallTrackingMetrics, you can map them to fields in Salesforce. This ensures that critical information is consistent between the two systems and any rules you have set up in SFDC around those fields will operate correctly as contacts and activities come over from CallTrackingMetrics.

Custom Fields and API:

Custom field values can be retrieved or written using our API.  For more information, see the documentation page here.

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