Hoping this is easily answered...
On 6/3/20 the ability to customize external contacts was released. I'd like to check this out but am not seeing the option. I have the needed permissions (external contacts: custom Fields: All) as per the resource center page, but do not see the Custom Contact Types or Custom Organization Types tabs. What am I missing?

https://help.mypurecloud.com/articles/customize-external-contacts-and-organizations/
#Roadmap/NewFeatures
#Unsure/Other

------------------------------
Emily Kammerer
Ascendium Education Group, Inc.
------------------------------

First question, I guess, is did you make sure your user has the required permissions?

Prerequisites

The following permissions are required to create custom fields:

• ExternalContacts > CustomFields > Add, Edit, and View

The following permission is required for agents to see and use custom fields:

• ExternalContacts > CustomFields > View

Second question is, are you looking for the configuration under the Admin settings, Admin>Directory>External Contacts (not in the External Contacts from the Directory menu in the Client UI)?

------------------------------
George Ganahl GCP (Genesys Cloud), ICCE
Principal Technology Consultant
Genesys
------------------------------

Original Message:
Sent: 06-12-2020 16:26
From: Emily Kammerer
Subject: Customize External Contacts

Hoping this is easily answered...
On 6/3/20 the ability to customize external contacts was released. I'd like to check this out but am not seeing the option. I have the needed permissions (external contacts: custom Fields: All) as per the resource center page, but do not see the Custom Contact Types or Custom Organization Types tabs. What am I missing?

https://help.mypurecloud.com/articles/customize-external-contacts-and-organizations/
#Roadmap/NewFeatures
#Unsure/Other

------------------------------
Emily Kammerer
Ascendium Education Group, Inc.
------------------------------

Thanks George! Permissions were good, and your second suggestion was the problem. Easy solution as I suspected. Much appreciated

------------------------------
Emily Kammerer
Ascendium Education Group, Inc.
------------------------------

Original Message:
Sent: 06-12-2020 17:10
From: George Ganahl
Subject: Customize External Contacts

First question, I guess, is did you make sure your user has the required permissions?

Prerequisites

The following permissions are required to create custom fields:

• ExternalContacts > CustomFields > Add, Edit, and View

The following permission is required for agents to see and use custom fields:

• ExternalContacts > CustomFields > View

Second question is, are you looking for the configuration under the Admin settings, Admin>Directory>External Contacts (not in the External Contacts from the Directory menu in the Client UI)?

------------------------------
George Ganahl GCP (Genesys Cloud), ICCE
Principal Technology Consultant
Genesys

Original Message:
Sent: 06-12-2020 16:26
From: Emily Kammerer
Subject: Customize External Contacts

Hoping this is easily answered...
On 6/3/20 the ability to customize external contacts was released. I'd like to check this out but am not seeing the option. I have the needed permissions (external contacts: custom Fields: All) as per the resource center page, but do not see the Custom Contact Types or Custom Organization Types tabs. What am I missing?

https://help.mypurecloud.com/articles/customize-external-contacts-and-organizations/
#Roadmap/NewFeatures
#Unsure/Other

------------------------------
Emily Kammerer
Ascendium Education Group, Inc.
------------------------------

Cool! It's always fun trying to figure out exactly where new settings are to be found :-)

------------------------------
George Ganahl GCP (Genesys Cloud), ICCE
Principal Technology Consultant
Genesys
------------------------------

Original Message:
Sent: 06-12-2020 21:17
From: Emily Kammerer
Subject: Customize External Contacts

Thanks George! Permissions were good, and your second suggestion was the problem. Easy solution as I suspected. Much appreciated

------------------------------
Emily Kammerer
Ascendium Education Group, Inc.

Original Message:
Sent: 06-12-2020 17:10
From: George Ganahl
Subject: Customize External Contacts

First question, I guess, is did you make sure your user has the required permissions?

Prerequisites

The following permissions are required to create custom fields:

• ExternalContacts > CustomFields > Add, Edit, and View

The following permission is required for agents to see and use custom fields:

• ExternalContacts > CustomFields > View

Second question is, are you looking for the configuration under the Admin settings, Admin>Directory>External Contacts (not in the External Contacts from the Directory menu in the Client UI)?

------------------------------
George Ganahl GCP (Genesys Cloud), ICCE
Principal Technology Consultant
Genesys

Original Message:
Sent: 06-12-2020 16:26
From: Emily Kammerer
Subject: Customize External Contacts

Hoping this is easily answered...
On 6/3/20 the ability to customize external contacts was released. I'd like to check this out but am not seeing the option. I have the needed permissions (external contacts: custom Fields: All) as per the resource center page, but do not see the Custom Contact Types or Custom Organization Types tabs. What am I missing?

https://help.mypurecloud.com/articles/customize-external-contacts-and-organizations/
#Roadmap/NewFeatures
#Unsure/Other

------------------------------
Emily Kammerer
Ascendium Education Group, Inc.
------------------------------