Configure CRM fields

The 8x8 Contact Center Local CRM allows administrators to create custom fields, such as customer instances with unique dates of birth or dates of employment. A customer record stores information such as name, address, and phone numbers, and offers the capability to customize the customer object with custom fields. Use the Fields tab in 8x8 Configuration Manager to specify a custom field for the Local CRM.

Note: You can create up to twenty custom fields within each CRM object: Customer, Case, Task, or Follow-up.

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