Once you've created Custom Variables, they will need to be defined at your locations. Defining a variable means you need to create an actual value that will take its place. For example, if you create the Custom Variable, Manager Name, you will then need to identify a name, John Smith, to replace it. This will allow John Smith to automatically appear in places like your script or collection or follow-up communication. The purpose of this guide is to explain how to associate a Custom Variable to an actual value.
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 define variables at the location level.
Access
(A) Settings - Click to access all your available administrative settings.
- (B) Locations - Click to access your complete list of locations.
- (C) Edit - Once you've found the location you want to edit variables, click to open it's settings.
- (D) Location Details - After clicking a specific location’s edit icon, this will be selected by default. You will need to click this if you've navigated to the location's other editing options.
- (E) Edit Variables - Click to access the Override Variables popup and define your variables at this location. Note: Depending on your property management software and available settings, you may need to scroll to the bottom of the page to access this.
Define Variables
- (F) Variable Override - Enter the new variable value that will override the custom variable at the selected location. This will replace the custom variable wherever it appears in such places as the location's script card or collection and follow-up workflow communication.
- (G) Confirm - Click to apply edits and close the Override Variables popup. Note: You will still need to scroll to the top of the page and click Save to finish the process.
- (H) Cancel - Click to discard any edits made and close the Override Variables popup.
