Field Labels

This simple adjustment lets you continue using the terminology your users already know and helps them transition to using DCDial. However, DCDial Help pages will always display the original names for the system fields.

For example, you can change the name label for the "Account Description" to "Company Name", and change the field "Account ID" to "Customer ID." When you rename a system field, the new name appears on all pages the user sees in the Admin portal, Agent interface, and Payment portal.

Actions

• Associations: Hover over the icon to view campaigns that use the agent labels.
• Active: The agent label is active. Click on the icon to deactivate the agent label.
• Inactive: The agent label is inactive. Click on the icon to activate the agent label.
• View Activity Log: Click the icon to view a summary of events. Learn More About the Activity Log
• Modify: Click the icon to modify the agent label. Learn More About Modifying Agent Labels
• Delete: Click the icon to delete an entry. A confirmation screen will appear to verify this step.

AGENT LABELS

The Agent Labels tab allows you to customize the names of the system fields that appear in the agent portal.

CREATE AGENT LABEL

STEP 1. Click on the 'Create Agent Label' button on the top right to create a new agent label. Complete the required fields in the pop-up window and click on 'Create' to proceed. You will see a confirmation once the Agent Label has been created successfully and you will be redirected to the agent label details page to complete the setup process.

• Agent Label Name

• Agent Label Description

STEP 2. Configure the Agent Label settings and define the new names for each system field on the agent label details page. If you want to hide the value for any of the fields, check the 'Hide' box next to the field name. When done, click on ‘Submit’ to save your changes.

• Hide Labels in Call Logs

Enable this option to hide the data displayed in the field from the agent. For example, if there is sensitive information that you do not want your agent to see such as a customer SSN, then you can hide a specific label/field.

• Hide

Check this box to hide the field in the Agent interface.

• Field

A system-defined field. To add your own fields that are not mentioned in the list, use Custom fields. The Custom fields will be displayed when mapping data in the Import Format Builder.

• Label

Enter a unique name for the field as you want it displayed in the Agent interface.

Associations

• Campaigns

Campaigns that use the Agent Label.

MODIFY AGENT LABEL

Click on to Modify the Agent Label. 

SYSTEM LABELS

To customize the system field names in your admin portal, simply add a new label name using the System Labels feature. Any name change that is defined here will be applied throughout the system and the default name will no longer be visible.

To change a system field label, type the name in the empty box next to the label you would like to change. If the label box is left empty, the system will use the default label listed in the Field column. Click on 'Submit' to save any changes.