vicidial.org

Hey all, just curious...
is it possible to create custom fields in the vicidial "customer information" tab instead of the "Form" tab?

If so, how?

Thanks.

If you alter the code for vicidial, yes. But if you have to ask "how?", then it's likely outside your skill set.

However: You can alter the names on the existing fields by using settings in the admin->system settings and/or admin->screen labels.

And for one more note, it's also possible to put all the information from the customer information tab in the form tab so it's all in one place. Existing fields can be used in the custom form tab.

Hi William, thanks for your reply.

Yeah I was wondering if it was possible from within the admin interface, I'm not really trying to mess around with the vicidial code for now.

I figured out how to alter the label names so that's helpful, thanks.

Can you point me to how to get the existing customer info over to the forms tab?

williamconley wrote:If you alter the code for vicidial, yes. But if you have to ask "how?", then it's likely outside your skill set.

However: You can alter the names on the existing fields by using settings in the admin->system settings and/or admin->screen labels.

And for one more note, it's also possible to put all the information from the customer information tab in the form tab so it's all in one place. Existing fields can be used in the custom form tab.

That's in the documentation for creating custom fields. Not all must be custom, if you re-use an existing field name, it will just bring that information without creating a new field (which would conflict since that field already exists).

found it in the help bubble on the admin interface in the custom fields section.

Thanks!

williamconley wrote:That's in the documentation for creating custom fields. Not all must be custom, if you re-use an existing field name, it will just bring that information without creating a new field (which would conflict since that field already exists).