Settings - Customization
This article will provide you an overview of the Customization settings of Matrix:
1. Navigate to the Matrix settings by selecting "Settings" on the left-hand side of the menu:
2. Access the custom fields section by clicking "Custom Fields":
3. Initiate the creation of a new custom field by selecting "Create" Utilize the switches provided to designate it as required or exportable:
4. Assign a name to your custom field by selecting "Field Title":
3. Initiate the creation of a new custom field by selecting "Create" Utilize the switches provided to designate it as required or exportable:
4. Assign a name to your custom field by selecting "Field Title":
5. Choose the field type from the dropdown menu, offering options such as Text, Number, Date, etc:
6. After specifying the field type, input the necessary information into the provided placeholder:
7. Move to the statuses tab within Matrix settings by clicking "Statuses":
8. Modify Pause Timeout seconds and create a new pause status as necessary:
9. Name your status accordingly:
10. Select the type of your pause from the dropdown menu, for instance, choosing "Break status" as an example:
11. Navigate to Lead statuses settings by selecting "Lead statuses (Disposition status)":
12. Click "Create" to create a new disposition status:
13. Specify the name of your status:
14. Choose the system type of your lead status from the provided drop-down menu:
15. Access the White listing IP section in the Matrix by clicking "Security":
16. Create a new IP whitelist entry by selecting "Create":
17. Enter the desired IP into the "IP address" field:
18. Provide a description for your IP in the "Description ..." field:
19. Opt to add a country to the whitelist for a specific geo-location by clicking "Add country":
20. Choose the country from the available drop-down menu:
21. Enter a descriptive text for the geo-location in the "Description ..." field:
22. Review the history of whitelisted IPs by clicking "History":
23. Monitor failed login attempts to your system by clicking "Failed Login Attempts":
24. Navigate to the recycle bin option in your Matrix by clicking "Recycle Bin" to restore recently deleted variables:
25. Select the variable you wish to restore:
26. Choose the specific item you want to restore:
27. Open the action drop-down menu by clicking "Actions" and opt to restore the chosen item:
28. Access the effective calls settings by clicking "Reports":
29. Set the parameters for effective calls, which can be monitored on the calls history reports page:
8. Modify Pause Timeout seconds and create a new pause status as necessary:
9. Name your status accordingly:
10. Select the type of your pause from the dropdown menu, for instance, choosing "Break status" as an example:
11. Navigate to Lead statuses settings by selecting "Lead statuses (Disposition status)":
12. Click "Create" to create a new disposition status:
13. Specify the name of your status:
14. Choose the system type of your lead status from the provided drop-down menu:
15. Access the White listing IP section in the Matrix by clicking "Security":
16. Create a new IP whitelist entry by selecting "Create":
17. Enter the desired IP into the "IP address" field:
18. Provide a description for your IP in the "Description ..." field:
19. Opt to add a country to the whitelist for a specific geo-location by clicking "Add country":
20. Choose the country from the available drop-down menu:
21. Enter a descriptive text for the geo-location in the "Description ..." field:
22. Review the history of whitelisted IPs by clicking "History":
23. Monitor failed login attempts to your system by clicking "Failed Login Attempts":
24. Navigate to the recycle bin option in your Matrix by clicking "Recycle Bin" to restore recently deleted variables:
25. Select the variable you wish to restore:
26. Choose the specific item you want to restore:
27. Open the action drop-down menu by clicking "Actions" and opt to restore the chosen item:
28. Access the effective calls settings by clicking "Reports":
29. Set the parameters for effective calls, which can be monitored on the calls history reports page:
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