How to Create custom list fields in vicidial

Ajit Kumar
12 Nov, 2020
3

Creating Vicidial Custom Fileds 

Topic : How to Create custom list fields in vicidial

vicidial custom fields

  Overview: 

    Vicidial is an enterprise class, open source, contact center suite in use by many large call centers around the world. VICIdial has a full featured predictive dialer.  It is capable of inbound, outbound, and blended phone call handling. 

  Vicidial Custom Fields:

     By Default Vicidal agent Panel will have only few predefined details of the customers or leads like Firstname, lastname, Address , Country, State, postal code, Comments. Further vicidial wont recommend to edit or add additional fields in main form page.
    To accommodate additional Form fields for lead vicidial have Provide a feature called Custom Fileds, using custom field option you can create additional fields like radio button, calendar ,  drop down, Free form field, checkbox.

  Creating Vicidial Custom fields
    I have created a step by step video guide to create the Vicidial custom fields , click the below link for the video tutorial

  Custom Fields descriptions.

TEXT is a standard single-line entry form,
AREA is a multi-line text box,
SELECT is a single-selection pull-down menu,
MULTI is a multiple-select box,
CHECKBOX is a list of checkboxes where multiple options can be selected,
DATE is a year month day calendar popup where the agent can select the date and
TIME is a time selection box.
DISPLAY will display only and not allow for modification by the agent.
SCRIPT will also display only, but you are able to use script variables just like in the Scripts feature.
SCRIPT fields will also only display the content in the Options, and not the field name like the
DISPLAY type does.
HIDDEN will not show the agent the field, but will allow the field to have data imported into it and exported from it, as well as have it available to the script tab and web form address.
READONLY will display the value of the data in the field, but will not allow the agent to alter the data.
SWITCH field type allows the agent to switch the lead custom fields to another list, as well as reloading the FORM tab with the new set of list custom fields for the new list. To configure SWITCH type fields, you must define the button values below in the Field Options box

RADIO is a list of radio buttons where only one option can be selected,

  Conclusion :

    As its not easy to explain in writing so i have demonstrated with video, hope its helpful
for Professional support reach me on skype:striker24x7

3 Comments
  • Jhune
    Jhune January 30, 2021 at 5:51 PM

    im having the below error when adding custom fields
    Could not execute: |CREATE TABLE custom_1000 (lead_id INT(9) UNSIGNED PRIMARY KEY NOT NULL, social_security VARCHAR(60) );|
    FIELD NOT ADDED, PLEASE GO BACK AND TRY AGAIN
    please help

    • Ajit Kumar
      Ajit Kumar January 31, 2021 at 9:30 PM

      is it vicibox or goautodial or scratch install

    Reply
  • Anonymous
    Anonymous November 3, 2022 at 3:53 PM

    Can we create custom fields that are applied automatically to every new list by default that is created rather than creating/cloning it every time?

    Reply
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