Setting up an Advanced Table with Custom Fields
As mentioned previously, the ChaseData Dialer has certain standard default fields including first name, last name, phone number, address, city, state and zip code. Let’s suppose that we also wanted fields for company name, email address and second telephone number. These are easily added by using an advanced table. To create an advanced table, select “Campaigns” from the left spine (step 1), and then Advanced Table underneath it (step 2). Then, click on “Add new advanced table” (step 3), enter a name and description (step 4) and then hit enter to save it
Your advanced table is now inserted. Next, click on the “Fields” icon to add fields to the campaign.
A new window will open up allowing the entry of additional fields you would like to add.
Generally, the fields will be entered as strings. One of the few exceptions would be a second phone number. In our case we wanted to enter company name, email address and a second telephone number. These are easily added by using an advanced table.
In the above example we entered our first field (step 1), we identified it as a string (step 2), we added a description (step 3), we choose to display the information to the agent by selecting the appropriate box (step 4), and then press enter to save it.
We continue the process by selecting “Add new field” until all the fields we want have been added as shown below.
Normally you will want to add an advanced table to a campaign before uploading data. This allows you to map data into the fields you want. In our case the first set of leads that we imported did not contain theses fields so we are fine. Let’s suppose we want to upload a new sub campaign that does have those fields, we may add the table to the campaign and map the data as appropriate. To add the table to the campaign, go back to the campaign manager, double click on the campaign (step 1), select the advanced table we created from the drop down menu (step 2) and then save (step 3).
The next time you import data, the fields we entered will be available to be mapped.
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