User Fields

Customizable User Profiles

Smarticks User Fields functionality empowers businesses to create and manage custom profile fields for agents, fostering a more comprehensive and informative user data repository.

Technical Overview:

  • Customizable User Profiles: Designate specific details relevant to your agents (e.g., department, location, certifications) using a variety of field types.
  • Supported Field Types:
    • Dropdown: Select from predefined choices.
    • Single Line: Text input for brief information.
    • Multi Line: Larger text area for detailed descriptions.
    • Number: Numeric data entry.
    • Date: Capture dates in YYYY-mm-dd format.
  • User Profile Management: Access and edit user field data directly within individual agent profiles.
  • Mailbox Signature Integration: Leverage user field data by incorporating variables within mailbox signatures. These variables are dynamically replaced with the corresponding user information during message creation.

Configuration:

  • No Configuration Required: User Fields are ready to use upon installation.

Troubleshooting:

  • Limited Functionality: User Fields are currently designed for populating mailbox signatures and do not extend to other areas of the platform at this time.

By leveraging Smarticks User Fields, businesses can establish a centralized repository of detailed user data, ultimately enhancing agent identification and streamlining communication processes.

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