Configure the visitor identification form and which fields are mandatory
An Admin decides which profile fields a visitor is asked for — beyond Email (present and mandatory by default) — and whether each is mandatory, and whether the form appears before or after the visitor's first message.
When this happens: Admin opens the widget's Identification Form tab.
Step by step
- 1
Open Admin — Live Chat — [Widget] — Identification Form.
EasyCRM shows Email (mandatory by default; it can be made optional but not removed) and Name (optional by default), plus an Add field picker (Name, Phone, Company, active custom fields) and a When shown toggle (Before first message / After first message).
- 2
Add Name (mandatory) and Phone (optional), sets When shown to *After first message*.
- 3
Click Save.
EasyCRM saves the form definition; records
LiveChatIdentificationFormChanged.
Other paths
Add a custom field
Add the custom field Account type (defined per UC-12.1) to the form as optional.
If something goes wrong
Attempt to remove or un-mandate email
Email is shown locked in the field list — no remove or optional control is offered for it.
Good to know
- Email is always present and mandatory by default; an Admin may make it optional, and a visitor who skips it stays under a temporary identifier until identified.
- Deactivating a custom field removes it from new identification forms but not from values already collected.