Your team might have different skills or be located in different regions. For quick reference, you can create custom fields for your users' profiles. You can choose to add a text field, checkbox, or even a drop-down.
You can easily create a custom Profile Field by doing the following:
- Click on Admin
.
- Select Profile Fields
.
- Click on the
button.
- Name the Field.
- Select the Type of Field you want: text, checkbox, or drop-down.
- Choose your settings: visible on shift and/or filterable on the Schedule.
- Click the
button.
You can easily set a Profile Field by doing the following:
- Go to Agent Permissions
.
- Click the Agent’s Name that you want to assign.
- Click on the Profile section and scroll down to Profile Field.
- Assign a Profile Field to your agent.
- Click the
button.
Depending on which settings you defined when creating a Profile Field, you can:
- Make them visible when editing your Schedule for quick reference.
- Filter view by the Profile fields in your Schedule.