Updated on 2023-10-12 GMT+08:00

Adding Extended Data Items

Prerequisites

The tenant has provided the AICC with the API for querying extended customer information, the AICC has provided the secondary development API for connecting to the customer query API, and the connection has been completed.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Expansion Management > Contact Data Item.
  2. Add an extended contact information dataset.

    1. Click the Extended Contact Information Dataset tab and click Add.
    2. Set parameters based on Table 1.
      Table 1 Dataset parameters

      Parameter

      Description

      Dataset Name

      Dataset name, which is customized. The value can contain a maximum of 1024 characters. Multiple datasets can be created, but their names must be unique.

      Dataset Source Interface

      API path developed by the AICC, which is used to connect to the API provided by the customer for querying extended customer information. Contact O&M personnel to obtain the value.

    3. Click Submit.

  3. Add extended data items.

    A maximum of 10 extended data items can be added.

    1. Click the Contact Record Data Item tab and click Add.
    2. Set parameters based on Table 2.
      Table 2 Parameters of extended data

      Parameter

      Description

      Data Type

      Set this parameter to Extension data.

      Data Item Name

      Data item name, which is customized. The value can contain a maximum of 1024 characters.

      Data Item ID

      The value can contain a maximum of 128 characters.

      Visible Contact Record

      Whether an extended field is visible in the contact record list. The options are as follows:

      • Yes
      • No

      No.

      Display sequence of a field in contact records. A field with a smaller No. is displayed in the front. Fields with the same No. are displayed based on their sequence in the list. The value is a number ranging from 1 to 100.

      Source Dataset

      The options are all extended contact information datasets added to the tenant space.

      Dataset Mapping Field

      Dataset mapping field. The value can contain a maximum of 32 characters.

      Extended Writeback Field

      Extended writeback field. The options are as follows:

      extField1extField10

      Data Type

      Data type. The options are as follows:

      • String
      • Data dictionary

      Data Dictionary Value

      This parameter is mandatory when Data Type is set to Data dictionary.

      The format is Key 1:Value 1,Key 2:Value 2.

    3. Click Submit.

  4. After the configuration is complete, choose Customer Contact History > Contact Record to view the display effect of the extended data.