How to update custom fields
Ever wanted to add specific details to your call records beyond the standard information? This guide will show you exactly how to assign custom properties to your calls, both through automation and manually. With custom properties, you can gain deeper insights into your calls and make your data more meaningful.
Step 1. Click on “Automations” on the left side menu and then on the +Add button on the upper right corner.
Step 2. Now you are in the Automation editing screen. Firstly, choose to trigger the automation at the end of the call.
Step 3. Now, you have to choose filtering criteria. Click on the “+Add new filter rule” button add the criteria you wish to be in effect, before assigning the custom property to your call. For example, we have a field called “US” for when receiving calls from there. So, we will add the “Calling Country” criterion and United States.
Important Note
Depending on the nature of your custom property, you can add it on the criteria section instead of the last part of your automation.
Step 4. Now, you need to task the Automation to assign the custom property to the call. Click on the “+Add new task” button and locate your property on the right side menu.
Step 1. Go to Activity > Calls. Click on the call you wish to update.
Step 2. In your caller's profile, locate the custom property you wish to update and make the necessary changes. Your updates will be applied automatically.
That was it. Nice and easy, right?
How to Assign Custom Properties to Call Records
Step 1. Click on “Automations” on the left side menu and then on the +Add button on the upper right corner.
Step 2. Now you are in the Automation editing screen. Firstly, choose to trigger the automation at the end of the call.
Step 3. Now, you have to choose filtering criteria. Click on the “+Add new filter rule” button add the criteria you wish to be in effect, before assigning the custom property to your call. For example, we have a field called “US” for when receiving calls from there. So, we will add the “Calling Country” criterion and United States.
Important Note
Depending on the nature of your custom property, you can add it on the criteria section instead of the last part of your automation.
Step 4. Now, you need to task the Automation to assign the custom property to the call. Click on the “+Add new task” button and locate your property on the right side menu.
How to Assign Custom Properties to Call Records Manually
Step 1. Go to Activity > Calls. Click on the call you wish to update.
Step 2. In your caller's profile, locate the custom property you wish to update and make the necessary changes. Your updates will be applied automatically.
That was it. Nice and easy, right?
Updated on: 24/07/2024
Thank you!