The Koncert's Administration » Custom Fields tab is used to add any custom fields and use them in the Dialing Session tab under the Koncert portal.

By default, Koncert includes the standard fields of the Standalone Org which are mandatory and cannot be deleted. Additionally, for the Standalone org, only the columns Koncert Fields, Field Type, Read Only, and Action will be available.

Add a new custom field

Below you can find instructions on how to add a new custom field:

1. Click the Add a Field button at the top-right.

2. Upon clicking the Add a Field button, a Koncert Field Mapping window will be displayed.

3. Select the following information: All the fields are mandatory.

• Koncert Field Name – Enter the required name.

• Field Type – Select the field type you want to create.

The below field types are supported by Koncert. 

• • Checkbox
  • Date
  • Dropdown - Upon selecting this, you must provide dropdown values.
  • Integer
  • Numeric
  • Phone
  • Textarea
  • Textbox - Upon selecting this, you must select either Text or URL under the Control Type dropdown.
  • Timestamp

• Read Only – Defaults to No, allowing you to edit the field. If needed, you can change it to Yes to only view the field but not to edit it.

4. Click Save. A confirmation message saying ‘Custom Field Added’ will be displayed.

NOTE: The alert message below will be displayed if you try to add a field that already exists.

5. The newly added field will be displayed under the Koncert Fields column, as shown below:

The created custom field will be added and available under the Dialing Session tab » Manage Columns window. You can make the field available under the Dialing Session tab if needed.

Refer to the article How do I move my columns around in Session? for detailed information.

In addition to this, you can edit the Custom field in the Prospect Information window or the Call Disposition window » Prospect Fields.

Edit a Custom Field Name

You can now modify the Koncert Field Name as your wish.

Below you can find instructions on how to edit a custom field name:

1. Click on the field name that needs to be modified.

2. After the Koncert Field Mapping window pops up, modify the field name as required and click Save.

3. A confirmation message saying ‘Fields Updated’ will be displayed.

NOTE: You cannot edit the mandatory fields. However, the user can click on the field and view the details.

Delete a custom field

Below you can find instructions on how to delete a custom field:

1. You can delete the custom fields by clicking the Delete  icon under the Action column.

2. The confirmation message shown below will be displayed. Click Delete to delete the custom field or click the Close icon to cancel the deletion process.

3. After successful deletion, the message shown below will be displayed. 

NOTE: You cannot delete the mandatory fields, as the Delete  icon will be disabled and grayed out.

The mandatory fields are:

Account Name, City, Comments, Contact Name, Created Date, Due Date, Email, Engagement Score, Extension, First Name, Last Name, LinkedIn URL, Modified Date, Phone, Prospect Stage, Record Type, Report Name, Sequence Name, State, Step Display Name, Subject, Timezone, Title and Website / Website URL.

In addition to the above mentioned fields, the following fields will be available by default when an org is created.

• CRM Link
• Direct Phone
• Direct Phone Extension

NOTE: Please reach out to Koncert Support at support@koncert.com to add new field types of your wish/preference.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.