Custom Fields

Establish custom data points in Yola.

Custom fields are unique data collection points you can apply to livechas, tickets, and people for your own tracking needs.

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Configuration

In the settings panel, select Custom Fields under the Livechats, Tickets, or People categories depending on which you're configuring fields for. The following workflows are shared by all of them.

Create or Edit a Custom Field

1. Select an existing field from the table, or make a new one with Create Custom Field.

2. Edit its options in the opened panel:

   • Type — the input field format, which can only be set during field creation. Formats are:

     • Text — a text field.

     • Number — an integer and real number field.

     • Toggle switch — a toggle with the same behaviour as a checkbox.

     • Dropdown — a dropdown select menu.

     • Date — a date picker.

   • Name — the field's label.

   • Description — a brief description distinguishing this field from others in the table.

   • Default value — a value that will be auto-applied to all instances of this field, until overwritten. The format reflects the Type above, and this default value can only be set during the field's creation.

3. Select Create or Save.

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Delete a Custom Field

1. In the Custom Fields table, select one or more fields' checkboxes.

2. Select Delete Custom Field and confirm.

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Using Custom Fields

In the Inbox, Livechats, Tickets, or People dashboards:

1. Select a conversation or person.

2. In the opened right-side panel, scroll down to the Custom Fields accordion.

3. Select the edit button next to a field to modify its value.

4. Press ENTER, TAB, or click out of the field to save and finish.