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Scroll down to the bottom of the page to the Custom Fields box:
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Click the Add Button Field button to create a new custom field for the campaign. Fill out the Dialog box. You can choose from four different data types:
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Text - Allow the customer to enter a string of text
Checkbox - Present the customer a checkbox to answer a question
Drop-Down - Provide the customer a list of options on a drop-down selector
Multi-Line Text - Allow the customer to enter a string of text with line breaks
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Setup as many custom fields as you like:
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Step 2: Using Custom Fields in Order Entry:
Now that you have configured custom fields for your campaign. Your agents will be able to enter those fields on Order Entry. Custom fields will be visible below the product selection area.
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Step 3: Editing Customer Records
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You can edit these fields by clicking the Update Button at the bottom of the tab area.
Step 4: Custom Fields and the
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API
Custom Fields can be viewed and edited in the Api as well. Please see Api documentation on the following pages for more information:
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