How to rename agent screen fields in VICIdial

Out of the box, the VICIdial agent screen uses generic field names like Address1, Vendor Lead Code, and Security Phrase. If your team calls those something else, you can rename them so the screen speaks your business's language. The tool for it is a screen label template, and the rename itself is just typing into the right boxes for a given Campaign.

Where the renamable fields live

Open or create a screen label, fill in its Label ID, Name, Active flag, and Admin User Group, then submit. The form expands to reveal 19 field labels you can edit: Title, First Name, Middle Initial, Last Name, Address1, Address2, Address3, City, State, Province, Postal Code, Vendor Lead Code, Gender, Phone Number, Phone Code, Alt Phone, Security Phrase, Email, and Comments. Every one starts empty, and empty means VICIdial uses its hard-coded default name. The moment you type a value, that text becomes the field's name as the Agent sees it and as it shows on the administrative modify-lead page.

flowchart LR
  A[Open screen label template] --> B[Find the field to rename]
  B --> C{Field label empty}
  C -->|Yes| D[Uses hard-coded default name]
  C -->|No| E[Shows your custom wording]
  E --> F[Visible on agent screen and modify lead page]

The diagram captures the only decision that matters per field: leave it blank for the default, or type wording to override it. There is no separate save-per-field step beyond submitting the template.

Choosing wording agents will understand

Renaming is most useful when the default name is technically correct but unfamiliar to your team. Vendor Lead Code might become Account Number, Security Phrase might become Verification Word, and Comments might become Call Notes. Keep the wording short so it fits the field caption cleanly, and stay consistent across campaigns that do similar work, so an Agent moving between them is not relearning the screen each time. Because the same wording also appears on the administrative modify-lead page, a clear label helps supervisors reviewing records too. Avoid renaming a field to something that implies different data than it stores, since the underlying column is unchanged and confusing wording can lead to bad entries. When in doubt, pick the plainest term your callers and agents already use out loud.

Make the rename go live

Renaming the labels in the template does not touch any agent screen until the template is attached. Go to the Campaign modification page and select your template from the Agent Screen Labels pulldown. After that, agents on that campaign see your wording instead of the defaults. If you have not built the template yet, walk through how to add a screen label template first, then come back to fill the labels. The full setup sits inside the agent screen configuration guide.

The one gotcha to remember

Renaming only changes what the agent sees, not the underlying data column. The old field name still appears when you use the web-based Lead loader, so your import mapping stays exactly as it was. Tell whoever loads leads that the rename is cosmetic on the agent side, the same way a relabeled Agent script field does not move data anywhere. That separation is a feature: agents get friendly wording while your imports stay stable.

A few minutes of relabeling can make an agent screen feel purpose-built. If you would rather start from a clean, hosted VICIdial that is ready to customize, see VICIfast pricing.