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.