You can control what appears in the Name column of the conversations page by going to Client Access → Conversation → Conversation Label and selecting the variable you want displayed. Any of your agent's custom analysis fields or dynamic variables will appear as options, so if your agent captures the contact's name, selecting that field will show it as the conversation name. One tip: the label uses a single field, so capture first and last name together in one field (e.g. "full name") rather than as two separate variables.
If you're after something different, like adding extra custom columns to the conversations table, that isn't supported yet but it's something we're considering. If that's your use case, let us know and we'll factor it into our planning.
Moonjoo Kim
Team•
Jul 9
Hey! Thank you so much for your feedback. Can you give us more details in where you would like the first and last name to appear? Thanks
Habeen Jun
Team•
Jul 29
@Jeremy Dupont Bumping this
Jeremy Dupont
•
Jul 29
If we could see first name, last name in the ‘conversations’ tab thatd be great
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Comments4
Moonjoo Kim
Jul 30
Hi! You can already do this today.
You can control what appears in the Name column of the conversations page by going to Client Access → Conversation → Conversation Label and selecting the variable you want displayed. Any of your agent's custom analysis fields or dynamic variables will appear as options, so if your agent captures the contact's name, selecting that field will show it as the conversation name. One tip: the label uses a single field, so capture first and last name together in one field (e.g. "full name") rather than as two separate variables.
If you're after something different, like adding extra custom columns to the conversations table, that isn't supported yet but it's something we're considering. If that's your use case, let us know and we'll factor it into our planning.
Moonjoo Kim
Jul 9
Hey! Thank you so much for your feedback. Can you give us more details in where you would like the first and last name to appear? Thanks
Habeen Jun
Jul 29
@Jeremy Dupont Bumping this
Jeremy Dupont
Jul 29
If we could see first name, last name in the ‘conversations’ tab thatd be great