1. Introduction

Through custom fields, you can create the fields you need according to your business to collect customer information

2. Functional Description

1. Custom field creation

The creation and management of custom fields is only available to administrators and super administrators. Ordinary members do not have permission to do so.

2. Use of custom fields

2.1 Using custom fields in chat plugins

(1) In the chat plug-in pre-chat survey and offline information retention, you can select the enabled custom fields. After saving, the customer can enter the configured field content when initiating a session with the plug-in.

(2) When a custom field is deleted or closed, the custom field configured by the plug-in will be deleted simultaneously. If all the fields in the pre-chat survey and offline information are custom fields and are all closed and deleted, the system will close the pre-chat survey and offline information.

2.2 View and edit custom fields in online chat

(1) All custom fields created and enabled in the basic settings will be displayed in the online chat customer information. Members can edit and modify the field content. When the field is closed, it will no longer be displayed and will resume display when it is reopened.

2.3 View and export custom field information in the customer list

(1) In the customer list, click Field Display to set the custom fields you want to display. When a field is closed, it will no longer be displayed. It will resume display when it is reopened.

(2) Custom fields displayed in the list support export. If not selected, the exported information will not include custom content.