First we need to login to the Administrator portal and head over to the campaign module. From there you need to select Custom Data.

When you get to the Custom Data screen this is going to be the place that lists off all your custom tables built in the system. You can always click on the edit icon to make changes to existing tables but in this article we are going to create one from scratch.

Click on the grey bar at the top of the screen and name you table first. You can also add a description to this table if you would like. Hit enter once finished and you have created a new custom table.

Now just like editing an existing table you can click on the edit icon to make changes.

There are a few default fields that you will not see listed in the edit menu.

The fields include:

FirstName

LastName

ClientId

PrimaryPhone

Address

City

State

ZipCode

Notes

To create fields, all you have to do is click on the grey bar to add. Custom fields are basically any fields that you want to capture information for that are not listed above.

You have a few options to configure when you are adding additional fields.

FieldName is going to be the name of the field in the system. What you type there will be exactly what is displayed in the "Call Info" tab on the agent side.

You have a few field types to choose from.

String = allows for any combination of letters, numbers and special characters

Text = only alphabetic characters

Phone = tells the system this is a phone number that can be dialed on. You would select this for an alternative phone field (for example if you have a MobilePhone field, you would select this option from the field type drop down)

Next you have the ability to give the field a description.

You can choose whether to display this custom field to your agents or not. If you do not check the box you will have a “hidden” field that will not display to your agents on their calls.

It is optional to take advantage of the Order field which will display your fields from lowest order first to highest order last.

Lastly you can make this field searchable in smart search to make it easier to search your contacts by (for example, if you want to search by an email address)

The last thing you have the option to do on this screen is remove any fields by hitting the x at the end of the row. Note if you delete a custom table row this is going to be destructive to your data so if you had information in that field before it will be purged.

Once you have finished adding or editing all the custom fields you want in your custom table you are now ready to use the custom table for one or many campaigns.

Assigning the custom table to your campaigns is very simple. You would navigate to the campaigns module and click on create and manage.

Once all your campaigns pop up, select the campaigns you wish to apply your custom table to then click perform task (or right click) and click on "Open Campaign(s)")

 Once in campaign settings there is an option called “Adv.Table:”

This is going to be a dropdown selection of all of the custom tables you have available to you. Simply choose the table you would like to use, hit save and your campaign will then start referencing your custom fields when dialing leads.