Set Up Contact Fields
Before you import a contact file or key in any new contact, please check whether the built-in data fields fit your need.
Step 1: Navigate to Data Field Customization
Click Admin at the top right corner of screen.
Select Data Field.
Then select record type Contact.
Alternatively, you can enter section Contact, then click Set Up Contact Field at the top right corner.
Step 2: Identify Built-in Data Fields
Check whether the built-in data fields fit your need.
Step 3: Modify Data Field (Name & Choices)
You can rename data field or edit field options. Rename data field by clicking the Rename button.
Click the Edit Choices button to modify options in Single Choice or Multiple Choices field.
Step 4: Modify Data Field (Attributes & Sequence)
You can disable unnecessary data fields, set fields as required or modify their input sequence. First, click Edit Data Field Attributes at the top right hand corner.
If you want to disable a data field, uncheck its Enabled status.
If you want to set a data field as required, check its Required status.
You can reorder input sequence of data fields. When done, you can preview the input form.
Step 5: Create New Data Field
You can create custom field if you want. Click the Create Custom Data Field button under Custom Data Field List.
Name your field and choose an appropriate data type.
The following data types are available.
|Text||Characters limited to a row|
|Text Area||Characters in multiple rows|
|Phone||Less than 50 characters in a row|
|Mobile||Numbers, comma, hyphen, space and "#" only (e.g. 3593 9333)|
|In the format of an email address, such as firstname.lastname@example.org|
|URL||In the format of a website address, such as www.abc.com|
|Date||In the format yyyy-mm-dd, such as 2013-04-01|
|Date + Time||In the format yyyy-mm-dd HH:MM, such as 2013-04-01 23:59|
|Currency||Numbers only, currency symbol will be displayed automatically|
|Boolean||Choices of "yes" and "no" only|
|Single Choice||Single option (in text format) for selection|
|Multiple Choices||Multiple options (in text format) for selection|
Define field length by specifying the maximum number of characters/digits allowed.
Field length can not be altered once a field is created.
Set up data field choices if you have chosen single choice or multiple choices data type.