Advanced Settings

Filters

API Documentation Settings
How to configure the Extra Field to be used in IVR

To access these settings, go to the System Management > Products section, click the “Settings” button in the “Actions” column for the selected product, and select the “Extra Fields” tab.

To add a field, click the “Add New Extra Field” button and fill in the following fields in the pop-up window:

  • Internal Name: Enter the name of the field.

  • Name In Reports: Enter the name of the field that will be reflected in the reports and the filter names.

  • Validator: Select the type of the field based on which data will be validated according to the set rules:

    • String: The field type for the string data input. Fill in the “Min line length” and “Max line length” to determine the accepted string length.

    • Array: The values will be validated based on the list of the accepted values. Fill in the “Comma-separated list of valid arguments (ex.: option_1, option_2, option_3)” field to list all the values separated by commas.

    • Date: The field type for the date input. The validator checks if the date is valid.

    • Email: The field type for the email input.

    • IP: The field type for the IP address input. Select the preferable option (IPv4 + IPv6 / IPv4 / IPv6) from the “Available IP Address Format” drop-down list.

    • ZIP Code: The field type for the ZIP code input. Select the preferable option (ZIP Code / UK Post Code) from the “ZIP Code format” drop-down list.

    • DOB: The date of birth input field. Select one of the available extra fields from the "Age field (DOB calculated)" drop-down list to record the calculated age according to the provided DOB value.
      Note: The extra fields are available in the list only if they are not required and have an active status, "Integer" field type, and the "Range" validator are selected.

    • Phone Number: The field type for the phone number input. Select the preferable option (Phone Number 7-13 digits / US Phone Number with Country Code / US Phone Number without Country Code / UK Phone Number with Country Code / UK Phone Number without Country Code) from the “Phone Number Format” drop-down list.

    • Range: The field type for the numerical data. Fill in the “Min value” and “Max value” to set the range of the accepted values.

Advanced Settings

Click the +Advanced Settings button to set additional parameters to the new extra field:

  • Field type: Select the field data type (String / Integer / Float number / Boolean).

  • Is required: Define the field requirement settings.

    • Select the “Force Required” option to make the field required.

    • Select the “Not Required” option to make the field non-required.

  • Encryption: Define the field encryption settings.

    • Select the “Encrypted” option to encrypt the data in the field.

    • Select the “Not encrypted” option to leave the data unencrypted.

  • Field Protection: The “Field Protection” settings allow you to protect your data from mass export. The fields are protected only within the detailed reports. Once you access a specific lead, field protection is not available. Select the preferable field protection option from the drop-down list to secure sensitive data sent in the field.

  • Preparation: The “Preparation” settings allow you to prepare the received information for validation. Select the preferable way of data processing for this field from the drop-down list.

    • Trim: The option removes the blank spaces from the received information. Example: “ trim ” > “trim”

    • To digits: The option transforms the received information only into numerical data. Example: “12345abc” > “12345”

    • String to upper: The option converts received information into the upper-case letters. Example: “string” > “STRING”

    • YMD: The option converts received information into YMD format (year, month, date).

    • Email: The option checks if the entered email is valid.

    • Postcode: The option for the ZIP code input. The received information is converted into the postcode according to the selected area (US or UK).

    • Alias for Product Field: The option allows you to pull the value from another existing field of the Product for this exact field.

Filters

Fill in the following fields to add a new filter option:

  • Name: Enter the name of the filter.

  • Type: Select the preferable filter type:

    • No filter: Select this option if the filter is not needed.

    • Integer value: Allows you to assign the value properties.

    • Select from list: Allows you to add a filter with the drop-down selection.

    • Radio-buttons: Allows you to add a filter with the radio-button selection.

    • Checkbox group: Allows you to add a filter with the checkbox selection.

    • Comma-separated numbers: Allows you to list the numerical data using commas.

    • Comma-separated text: Allows you to list the data using commas.

    • Integer value (min): Enter the minimum value length allowed for the filter.

    • Integer value (max): Enter the maximum value length allowed for the filter.

  • Description: Enter the filter description.

API Documentation Settings

Fill in the following fields to add the set of parameters to the API.

  • Format for API: Add the format example for the field that will be displayed in the API documentation.
    Examples: Numeric only, 10-11 digits long; One of the following: [YES, NO].

  • Example for API: Add the usage example for the field that will be displayed in the API documentation.

  • Description for API: Add the description of the field that will be displayed in the API documentation.

Click the “Create” button to confirm.

To edit the field properties, click the “Edit” button.

To remove the field, click the “Delete” button.

Please note that you cannot create duplicates of existing parameters.

Extra Fields in IVR

To configure the Extra Field to be used in IVR, go to the System Management > Products section, click the “Settings” button in the “Actions” column for the selected product, and select the “Extra Fields” tab.

Click the “IVR Configuration” button in the “Actions” column for the selected Product Extra Field to configure and use it in IVR.

Select one of the following IVR extra fields types from the “Type” drop-down menu:

  • Range:

    • Digits: Set the minimum and the maximum number of characters accepted in this field (1 to 15). For example, this type can be used for the Year of Birth field or Vehicle Manufacturing Year field.

  • Fixed:

    • Short SSN: Can be used for the 4-digit SSN field. All settings are predefined.

    • ZIP Code: Can be used for the ZIP code field. All settings are predefined.

  • Date:

    • Day: Select a day in a month (1-31). All settings are predefined.

    • Full Date: Select a date in MMDDYYYY format (month, day, year). All settings are predefined.

    • Month: Month number (1-12). All settings are predefined.

    • My date: Select a date in the MMYYYY format (month, year). All settings are predefined.

    • Year: Select four digits for the year (from 1923). All settings are predefined.

  • Selector:

    • Custom: Create custom options (press 0-9). At least two options should be created. For example, it can be used for Insurance types (1 - Auto, 2 - Life).

    • Gender: The Gender predefined selector (1 - Male, 2 - Female).

    • Score: The Credit Score predefined selector (1 - Excellent, 2 - Good, 3 - Fair, 4 - Poor).

    • Yes/No: The Yes/No predefined selector (1 - Yes, 2 - No).

  • Status: Set the status defining if this field will be available in IVR (Active, Disabled).

Find the list of IVR blocks in which Extra Fields can be used in this Knowledge Base article.

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