custom fields in vicidial tab?

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custom fields in vicidial tab?

Postby bossmon » Fri May 15, 2020 8:35 am

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.
Vicibox 9.0.2 (express-install)
Version: 2.14-751a
SVN Version: 3241
DB Schema Version: 1595
Build: 200425-0949
Asterisk 13.29.2-vici
bossmon
 
Posts: 32
Joined: Sat Mar 21, 2020 3:11 am

Re: custom fields in vicidial tab?

Postby williamconley » Fri May 15, 2020 9:08 am

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.
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
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Location: Davenport, FL (By Disney!)

Re: custom fields in vicidial tab?

Postby bossmon » Fri May 15, 2020 9:31 am

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.
Vicibox 9.0.2 (express-install)
Version: 2.14-751a
SVN Version: 3241
DB Schema Version: 1595
Build: 200425-0949
Asterisk 13.29.2-vici
bossmon
 
Posts: 32
Joined: Sat Mar 21, 2020 3:11 am

Re: custom fields in vicidial tab?

Postby williamconley » Fri May 15, 2020 9:48 am

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).
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
williamconley
 
Posts: 19737
Joined: Wed Oct 31, 2007 4:17 pm
Location: Davenport, FL (By Disney!)

Re: custom fields in vicidial tab?

Postby bossmon » Fri May 15, 2020 10:00 am

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).
Vicibox 9.0.2 (express-install)
Version: 2.14-751a
SVN Version: 3241
DB Schema Version: 1595
Build: 200425-0949
Asterisk 13.29.2-vici
bossmon
 
Posts: 32
Joined: Sat Mar 21, 2020 3:11 am


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