The purpose of this guide is to explain how to create Custom variables. Creating Custom variables helps save time when configuring new locations and assure accuracy when entering information by acting as a placeholder for information that is specific to your location(s). Creating the Custom variable is the first step in using them at your location(s). Once they have been created, you will need to define them at each of your locations.
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. An example of a Variable name might be {custom.PhoneNumber}. This will allow the specific location phone number to appear in such places as your script and various workflows. Use this guide to learn about defining variables at your location(s).
- (E) Default Value - Click to enter the default value. This step is optional. The default value will automatically replace the Variable everywhere it appears at each of your locations. Note: If this is left blank, you will need to enter a unique value everywhere the variable appears in each of your locations.
- (F) Add Item - Once clicked, the newly added variable will appear in alphabetical order within the list and be available for use in the system.
