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How to Name Custom Fields

    This article gives guidance to Rescue Administrators.

    Custom Fields allow you to collect information about your customers or sessions. Set the name of fields as they will appear in reports and in the Technician Console.

    1. Select the Global Settings tab.
    2. Under Custom Fields, set the names of the various fields.
      Option Description
      Name for name field This field is used as a primary session identifier. Some organizations may want to use an employee number or ID code instead of a given name.
      Name for custom fields These are further session identifiers. Technicians can add these fields as columns on their Session List. Technicians with permission to use Inline Editing of Queue will be able to edit the values entered in these fields during a session.
    3. Click Save changes.
    What to do next:

    Field values are entered by the customer for Channel sessions; by the technician for Private.

    Figure 1. Custom Fields as seen in the Technician Console
    Note: To change the name of the custom fields used in a Channel Form, edit the code for Custom Live Support Forms when you integrate it into your website. See How to Make a Channel Available for Use.
    Remember: The default language used by the Administration Center Organization Tree, channel names, and Custom Fields on the Global Settings tab is set according to the language used at the time when you register for a Rescue account. This feature protects your Custom Fields and Organization Tree entity names from unwanted changes.
    Article last updated: 27 September, 2022