Databases
Go to Manage → CRM → Databases to set up different databases to store your Contact and Account information. Using databases, you can use multiple Contact and Account forms depending on the type of information your agents need to enter during their activities.
Contacts and Accounts Database Form Settings
Set up Your Form Field Layout
Drag a Container from the Choose sections list and drop it into the form field. Enter a title.
Click the Settings button to set up default expand settings, a rich text description and dynamic visibility.Drag fields from the Choose fields list and drop them into your container. Click the Split button to set up multiple columns and adjust their width using the plus and minus signs.
Click the Settings button to set up a tooltip for agents (will appear in front of the field name), set dynamic visibility and set further options (Show in list, Show in activity, Hidden to agents, Read only, Show in call, Required field – hover over the tooltip in Daktela to view a description of each setting).Repeat the process to set up all desired fields.
Save your form.
Create a New Field/Update Field
To update a field, click Update next to the field you want to edit, either in the Choose fields list or in your form.
To create a new field:
click Add new in the Choose fields list to create a field from scratch, or
click Clone next to the field you want to use as the template.
Enter a Title and select the field Type – see the overview below. Choose if you want to allow multiple entries and if you want to validate the entry using a regular expression. Unique name will be filled in automatically after you save the field. If you like, enter a description.
Field type overview
The cutsom fields are shared with Tickets, CRM contacts, accounts and records. If you make a change in one, it will be overwritten in the others.
Field type | Agent use description | Extra settings |
|---|---|---|
Text | Enter any text | |
Textarea | Enter any text – larger field. Maximum number of characters for textarea is 17M characters. | You can set up how many rows of text the text area will be. |
Rich text | You can store formatted text or HTML in this field. | |
Selectbox | Select a value from a drop down list. If multiple values allowed, they will be in separate fields. Maximum number of characters for selectbox is 128 characters. |
Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the CRM module. |
MultiSelectbox | Select value(s) from a drop down list. All selected values will be in same field. |
Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the CRM module. |
Checkbox | Select value(s) by checking boxes. |
Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the CRM module. |
Radio | Select a single value by checking a radio button. |
Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the CRM module. |
Datetime | Select or enter a date and a time. | |
Date | Select or enter a date. | |
Time | Select or enter a time. | |
Phone | Enter a phone number. This field will only accept numbers. We recommend for you to set up regular expression the Format field to validate that the number is in the correct format. | |
Enter an email address. Only emails in the correct format will be saved. | ||
Address | Enter an address. Click the Address formatting button (house) to search for the address and insert correct formatting. Click the Revert formatting button to go back to your original entry. | |
URL | Enter a URL. Click the Globe button to open the URL in a new browser tab. |
Notes
Suggested Contacts or Accounts in Open Activities
During an open activity, if the contact or account information is associated with more than one contact or account, a list of available contacts/accounts will appear at the bottom of the Contacts or Accounts widget which allows you to click the Link button to switch to the selected a contact or account.
By default, a maximum of 4 extra contacts or accounts are suggested on top of the one that is loaded.
If you would like to increase or decrease the number of suggested contacts or accounts, please call our Support Team on +420 226 211 245 or email us at daktela@daktela.com.