06. Fields
- PeterF (Deactivated)
Fields are used to store the information (name, address, age...) associated with each lead and are used in Screen Layouts to control what and how information is displayed from each lead.
Fields are owned by a Campaign Template-274 and as such are shared by all Campaigns and Screen Layouts that belong to the same Campaign Type.
User Fields
If you create a new Campaign Template when importing a set of leads, a Field will be automatically generated for each column in your CSV file. The field name is taken from the column heading in the CSV file.
Each field has a 'Display Type' associated with it which controls how it is displayed when used in a Screen Layout. The available set of display types are:
- Check box
- Date
- Drop list
- Phone Number
- Radio
- Text
- Text Area
When you first create an new Campaign Template during an import each of the fields will be initially defined as a 'Text box' field. You can modify the Display Type via the Field editor.
Custom Fields
A Campaign Manager can also create Fields in addition to those present in the CSV file. These additional Fields are typically used to allow an Agent to enter additional information about a lead whilst on the call. For instance a client may express interest an a particular product and the agent can record this information into a Field whilst on the phone. You can create additional Fields at any point during the life cycle of a Campaign Template.
To maintain the set of Fields navigate to the field list by selecting the Campaign|Campaign Template menu, then select the radio button adjacent to the Campaign Template you want to edit the Fields of and then click the Screen Layout button and finally the 'Fields' button from the Screen Layout list.
System Fields
Noojee Campaigner also defines a set of built-in 06.02. System Fields which provide additional information about a lead such as the agent that dialed the lead, date and time the lead was called on and the disposition.