Modify Custom Data Definitions

Required security profile permissions: Calling List Edit

Custom data definitions enable you to create your own fields to which you map your calling lists. For example, Personal Connection (PC) , by default, does not have fields specifically for a work phone number. You can use custom data definitions to create a new field for work phone numbers and additional related fields for compliance, maximum attempts, and so forth.

  1. In the ACD module, click ListsCustom Data Definitions.

  2. Locate the custom field you want to modify and click the field to open it.

  3. Modify the fields as needed.

    Do not give a custom field the same name as a system field.

  4. Click Save.

Once you have you used the defined field in a filter statement or defined it in the cadence of a skillClassification used to facilitate the delivery of contacts; assigned to agents based on abilities, specialties, and knowledge, then the status becomes “In Use.” You cannot remove the custom field until you remove the associated references.