Custom Fields
Per-tenant record schema β define extra fields on Person and Company records. Agents see these in the caller console.
0 fields defined for this tenant.
Fields appear in the caller console record view and are filterable in Master List.
| Field Name | Type | Required | Totaled on reports | Reorder | ||
|---|---|---|---|---|---|---|
| β |
First Name
System field Β· always present
|
Text | β | β | locked | |
| β |
Last Name
System field Β· always present
|
Text | β | β | locked |
Fields apply to all Person and Company records in this tenant. Changes are immediate β no migration required for new fields.