Settings - Customization
This article will provide you an overview of the Customization settings of Matrix:
Custom Fields
1. To create and manage Custom Fields, 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. From here you can manage all your current "Custom Fields" as well as create new ones:
4. From the "Action" column you either edit or delete an existing Custom Field, as well as specify it as a requirement for leads and allow the ability for it to be exportable:
3. From here you can manage all your current "Custom Fields" as well as create new ones:
4. From the "Action" column you either edit or delete an existing Custom Field, as well as specify it as a requirement for leads and allow the ability for it to be exportable:
Default fields can not be edited or deleted.
5. To create a custom field, click on the "+Create" button:
6. In the new window specify the label (Field Title) then select the Field Type and click "Save":
Text: Defines a one-line text input field.
Number: Defines a numeric input field. You can also set restrictions on what numbers are accepted.
Number: Defines a numeric input field. You can also set restrictions on what numbers are accepted.
Date: Is used for input fields that should contain a date.
Date Time: Specifies a date and time input field, with no time zone.
Email: Is used for input fields that should contain an e-mail address.
Email: Is used for input fields that should contain an e-mail address.
Link: A field with a link to an external page.
Text area: Represents a field for multi-line text input. The control associated to this field is a text box that allows users to edit multiple lines of plain text.
Select: Is a control that provides the ease of selecting one choice from the list.
Multi Select: Is a control that provides the ease of selecting multiple choice from the list
Statuses
1. Click on the Statuses section:
2. From here you can manage and create your Pause and Lead statuses:
2. From here you can manage and create your Pause and Lead statuses:
Pause statuses: Are statuses for your agents to use when taking a break
Lead statuses: Are deposition statuses which the agents can select after completing a call with
3. You can manage your current pause statuses from the Action column by editing or deleting them. As well as to create a new one simply click the "+Create" button:
Pause Timeout: This is displayed in minutes and is the maximum time an agent can stay in a pause status before being reset.4. Specify a name for your pause status and type and click "Save" to create one:
5. You can do the same for the Lead Statuses, edit them from the "Action" column and create a new by clicking on the "+Create" button:
5. You can do the same for the Lead Statuses, edit them from the "Action" column and create a new by clicking on the "+Create" button:
6. Specify a name for your lead status and type and click "Save" to create one:
Security
1. To whitelist an IP navigate to the "Security" section:
2. From here you can whitelist IP's, view the security log and failed login attempts report:
3. Click the "+Create" button to whitelist an IP:
4. Specify the IP you would like to whitelist and a description:
5. Alternatively you can whitelist a GEO wide IP from the "Add country" section:
6. From the "Security Log" you can view all the changes made previously, such as other whitelists from other admins or your previous ones for example:
7. From the "Failed Login Attempts" you can review any users that failed to login, for example due to a incorrect password:
2. From here you can whitelist IP's, view the security log and failed login attempts report:
3. Click the "+Create" button to whitelist an IP:
4. Specify the IP you would like to whitelist and a description:
5. Alternatively you can whitelist a GEO wide IP from the "Add country" section:
6. From the "Security Log" you can view all the changes made previously, such as other whitelists from other admins or your previous ones for example:
7. From the "Failed Login Attempts" you can review any users that failed to login, for example due to a incorrect password:
Recycle Bin
1. Click on the Recycle Bin to restore Campaigns, Lists, Leads and Users:
2. From here you can restore deleted Campaigns, Lists, Leads and Users:
2. From here you can restore deleted Campaigns, Lists, Leads and Users:
3. Navigate to which ever you would like to restore (Campaigns, Lists, Leads and Users) and click on the button next to it under the Action column:
Reports/Effective Call Setting
1. Access the effective calls settings by clicking "Reports":
2. Set the parameters for effective calls, which can be monitored in the calls history reports page:
2. Set the parameters for effective calls, which can be monitored in the calls history reports page:
The time here is in seconds
Video Guide:
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