PURPOSE
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into CallPotential's web version as an Administrator to access the Settings icon and create Custom Variables.
Access
- (A) Settings - Click to access all your available administrative settings.
- (B) Variables - Click to access the full list of searchable Custom and System variables. Note: You can only add or edit Custom variables.
Add Variable
- (C) Custom - The Variables page provides access to both Custom & System variables. Make sure that Custom is highlighted in grey, confirming you are looking at your Custom variable list.
- (D) Variable Name - Enter your new, Custom variable name. New variable names must follow this format {custom.XXXX} with the newly created variable name replacing the XXXX.
- (E) Default Value - Click to enter the default value.
- (F) Add Item - After clicking, the newly added variable will appear in alphabetical order within the list and be available for use in the system.
