How to Name Custom Fields
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.
- Select the Global Settings tab.
- 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.
- Click Save changes.
Field values are entered by the customer for Channel sessions; by the technician for Private.
Custom Fields as seen in the Technician Console