Configuring the Contact Customer Information Area

Prerequisites

• You have configured an extended contact information dataset. For details, see 2.
• You have configured a dynamic data table. For details, see Configuring a Dynamic Data Table.

Procedure

1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Expansion Management > Contact Data Item.
2. Add a data item to the contact customer information area.
   1. Click the Contact Customer Information Area tab and click Add.
   2. Set parameters based on Table 1.

      Table 1 Parameters of a data item in the contact customer information area

      Parameter	Description
      Data Item Name	Data item name. The value can contain a maximum of 128 characters.
      Data Item ID	Data item ID. The value can contain a maximum of 64 characters.
      Visible	Whether a data item is displayed in the customer information area on the voice and video workbench. The options are as follows: Yes No
      No.	No. of a data item in the contact customer information area. The value ranges from 1 to 100.
      Data Source Type	Data source type. The options are as follows: Call-associated data Information dataset Local data
      Data Source Object	Data source object ID. When Data Source Type is set to Information dataset, the value is the name of a dataset configured on the Extended Contact Information Dataset page. When Data Source Type is set to Local data, the value is the data configured on the Configuration Center > Expansion Management > Dynamic Data Table page.
      Data Source Object Mapping Field	Data source object mapping field. The value can contain a maximum of 32 characters. When Data Source Type is set to Call-associated data, the value of this parameter is the mapping field of call-associated data. When Data Source Type is set to Information dataset, the object name is the mapping field name of the dataset object. When Data Source Type is set to Local data, the object name is the mapping field ID of the customized table object.
      Extended Contact Record Writeback Field	Extended contact record writeback field. This parameter is left empty by default. The value ranges from extField1 to extField10. If the value is not empty, a record is added to the Contact Record Data Item page.
      Data Type	Data type. The options are as follows: String Data dictionary
      Data Dictionary Value	Data dictionary value. This parameter is displayed when Data Type is set to Data dictionary. The value can contain a maximum of 1024 characters. The format is Key 1:Value 1,Key 2:Value 2.
      Display Style This parameter is displayed when Data Type is set to Data dictionary.
      Background Color	Background color.
      Foreground Color	Font color.
      Font	Font style. Regular Bold Italic Underlined

   3. Click Submit.

3. After the configuration is complete, choose Customer Contact History > Contact Record to view the display effect of the contact customer information area.