Option to Reorder Custom Fields, Hide them, or make them non-editable | Voters

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Option to Reorder Custom Fields, Hide them, or make them non-editable

planned

Lok Hin Au

My custom fields are really unorganized because of the random order I added them in. Can we have an option to manually reorder them?

Some of them I use for API purposes or automation, I don't want to show them in the messaging module, can we add an option to hide them?

May 17, 2019

Prime Kids Academy

One more thing i have highlighted to support. Even though i delete email and phone info from the contact information . Still you have the phone number that can be seen when you are messaging someone.u can see that in 360 Dialog field on right hand top corner which make the whole purpose of removing phone number from contact list useless. Hop this will be factored in as well

Prime Kids

Also, a good example could be I want to hide customer contact details like phone no and email. But we should have some functionality to hide or make read only fields based on our need. Every organization is different so it will help all

Prime Kids

Just to add we need to have the capability to make certain fields read only or hide..so that we can restricts what an agent can see and what they can edit. There has to be some control on data. Right now it is open for all

Gerardo Salandra

Merged in a post:

Custom Field as Read only

Ahmad Eid

Please we need to make some custom fields as read only and we will update its value using API 
we don't want the agent to update it 
Thanks

January 6, 2021

January 7, 2021

Gerardo Salandra

@Ahmad Eid would it help you if we just add a "hide custom field" feature? The custom field would still exist and can be use for API/Dialogflow, but it won't be shown on the contact/messages module, so Agents wouldn't be able to see it or edit it. Does that solve your issue?

Ahmad Eid

@Gerardo Salandra: no 
It should be displayed to agents on profile box ... but can not edit its value 
Real business case , we are integrated with online store and when customer create new order , we are updating  some values to respond profile such as last order no , order status ... etc 
So agents can provide the customer with order status while replying into respond conversation without open the store  
If add more check box for Hide and managed from settings  , this will be great 
Thanks

Gerardo Salandra

@Ahmad Eid: thanks for the explanation, makes a lot of sense. Will merge this post with another set of custom field improvements we are planning.

Attention .

@Gerardo Salandra: To what you have already mentioned, I would add that when you create a new custom field, you have the option to make it mandatory or not, its completion or filling. If it is made mandatory, the human agent, will not be able to mark as DONE a conversation, until this field is managed or filled. It can be very useful for the fulfillment of certain operational tasks, such as typing management performed, among others.

Gerardo Salandra

marked this post as

planned

Todd Wong

PUSH !

Derek Cummings

This^

Gerardo Salandra

marked this post as

under review

Kevin Contreras

This is correct and we cant delete them to add it in order because we delete the info too

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