Campaign Custom Fields

Custom fields in the Campaign tab of a system are additional user-defined fields. Using these fields, the user can import specific data for business needs.

Create Custom Fields

1. Sign in to AgentFront CRM.
2. From the top menu, choose Campaign.
3. Campaign dashboard will open with multiple options (Based on the access rights).
4. Click on Custom Fields.

   

5. This will open with 2 tabs (Default will be Custom Fields):
   • Custom Fields
   • Reserved Fields
6. Custom Fields displays the list of available/created fields.
7. Click on ‘Add’ icon from the Top Right side of the list.

   

Add Custom Field

1. It will open page to add field with title Add Custom Field.
2. To add custom field, enter the following details:
   • First Field?: Select this option if you want this field to appear first in the display.
     When this checkbox is selected, field 2-b (After) will become uneditable.
   • After: To select a value for this field, the “First Field” checkbox must not be selected.
     Choose a value from the drop-down list to set the display order of the field.
   • Name: Enter a clear, descriptive name. This is what users will see while importing contacts to the campaign group.
   • Type: Choose an option from the drop-down list to set validation rules for this field.
   • Click Save. The custom field will now appear in the list.

     

Update Custom Field

1. To update the existing field from the available list, click on Edit () icon from the Action Column for the field you want to edit/change.
   Note: If any field is used/assigned, editing and deleting options will not be enable for those fields.

   

2. Clicking the Edit icon will open the selected Custom Field in edit mode with title Edit Custom Field.
3. You can make the required editing in the below field’s values of the open Custom Field.
   • First Field?: Update this option if you want this field to appear first in the display.
     When this checkbox is selected, field 3-b (After) will become uneditable.
   • After: To select a value for this field, the “First Field” checkbox must not be selected.
     Choose a value from the drop-down list to set the display order of the field.
   • Name: Enter a clear, descriptive name. This is what users will see while importing contacts to the campaign group.
   • Type: Update an option from the drop-down list to set validation rules for this field.
   • Click Save. The custom field will now appear in the list.

     

Delete Custom Field

1. To delete the existing field from the available list, click on Delete () icon from the Action Column for the filed you want to delete.

   

2. It will ask for confirmation popup, click on Deleted button to delete field otherwise click on Close button.

   

Reserved Fields

1. These fields are system generated fields and non-editable. These fields will be available in the drop down of the Campaign > Group > Import Contacts.

   

Multi-Product tip

If your login has access to multiple products, be sure to select the correct product from the product icons in the top-right corner before adding, editing, or deleting custom field.