1) Welcome to the Party!
2) You are today's proud recipient of:
when you post, please post your entire configuration including (but not limited to) your installation method and vicidial version with build.
this IS a requirement for posting along with reading the stickies (at the top of each forum) and the manager's manual (available on EFLO.net, both free and paid versions)
You should also post: Asterisk version, telephony hardware (model number is helpful here), cluster information if you have one, and whether any other software is installed in the box. If your installation method is "from scratch" you must post your operating system and should also post the .iso version from which you installed your original operating system. If your installation is "Hosted" list the site name of the host.
If this is a "Cloud" or "Virtual" server, please note the technology involved along with the version of that techology (ie: VMware Server Version 2.0.2). If it is not, merely stating the Motherboard model # and CPU would be helpful.
Similar to This:
Vicibox X.X from .iso | Vicidial X.X.X-XXX Build XXXXXX-XXXX | Asterisk X.X.X | Single Server | No Digium/Sangoma Hardware | No Extra Software After Installation | Intel DG35EC | Core2Quad Q6600
3) Custom fields can be activated in System settings, after that you can add custom fields to any list ... and that list will have a "form" tab when the agent is on a call with a client. Data stored in this form will also be stored in the custom table for that field and exported with the Export Calls/Export Leads reports if your version is late enough.
4) If your version is not late enough:
http://wiki.vicidial.org/index.php/SVN:howto