Internal notes on how to use the first version of custom crm fields across the portal and softphone. We can also keep track of any issues/restrictions currently present to help troubleshooting any issues users have while they are on trial.

Features:

• aiautomatedcrmupdates - for base access to syncing default crm fields

• customcrmfields - additional feature to enable syncing custom fields from/to your CRM

• does not require a posthog feature flag to turn this on for customers

Dashboard with all the analytics:

https://eu.posthog.com/project/5942/dashboard/757517

There is a custom fields specific section at the bottom of the page

Portal

Configuration at: https://portal.devyce.io/dashboard/crm-contact-fields

Softphone