View and Delete Account Level Custom Data Fields or Custom Tags in Conversational Connect (Jumper.ai)

Objective

Learn how to view, manage, and delete account-level Custom Data Fields and Custom Tags in the inbuilt CRM when you reach the maximum quota.

Applies To

• Jumper.ai
• Conversational Connect
• CRM
• Customers
• Contacts

Procedure

Navigate to the Customers section.

Managing  Account Level Custom Data

1. Go to Custom Data
2. Review the usage counter (e.g. 120/240).

If you need to add new entries, but the quota is full:

• Locate the Custom data field you want to remove.
• Click the Delete icon next to it.
• After deleting the custom data field, add the new custom data field to the customer profile

Note: Only remove unused or outdated fields to avoid data loss.

Managing  Account Level Tags

1. Go to the Account Level Tags section in the Customers Section:
2. Review the usage counter (e.g. 30/60).
3. If you need to add new entries, but the quota is full.
   • Locate the Tag you want to remove.
   • Click the Delete icon next to it.
   • After deleting the tag, add the new tag to the customer profile

Note: Only remove unused or outdated tags to avoid data loss.

Note:

• Deleted custom data fields or tags cannot be recovered.
• Ensure you export or back up customer data before removing fields/tags if needed.