English

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: Go to Data Field Customization

Click [Admin] at the top right corner of screen.

Click [Admin]
Click [Admin]

Select [Data Field].

Select [Data Field]
Select [Data Field]

Then select record type [Contact].

Select [Contact]
Select [Contact]


OR

Alternatively, you can enter [Contact] section, then click [Set Up Contact Field] at the top right corner.

Shortcut under [Contact] section
Shortcut under [Contact] section

Step 2: Identify Built-in Data Fields

Check whether the built-in data fields fit your need.

Built-in Data fields under [Contact]
Built-in Data fields under [Contact]

Step 3: Modify Data Field (Name & Choices)

You can rename data field or edit field options. Rename data field by clicking the [Rename] button.

Rename data field by clicking the [Rename] button
Rename data field by clicking the [Rename] button

Click the [Edit Choices] button to modify options in [Single Choice] or [Multiple Choices] field.

Modify options by clicking the [Edit Choices] button
Modify options by clicking the [Edit Choices] button

Modify field options
Modify field options

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.

Click the [Edit Data Field Attributes] button
Click the [Edit Data Field Attributes] button

If you want to disable a data field, uncheck its [Enabled] status.

Uncheck the [Enabled] checkbox to disable a field
Uncheck the [Enabled] checkbox to disable a field

If you want to set a data field as required, check its [Required] status.

Check the [Required] checkbox to mark a field as required
Check the [Required] checkbox to mark a field as required

You can reorder input sequence of data fields. When done, you can preview the input form.

Reorder input sequence and preview
Reorder input sequence and preview

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].

Click the [Create Custom Data Field] button to create a new data field
Click the [Create Custom Data Field] button to create a new data field

Name your field and choose an appropriate data type.

Choose the data type
Choose the data type

Tips

The following data types are available.

TextCharacters limited to a row
Text AreaCharacters in multiple rows
PhoneLess than 50 characters in a row
MobileNumbers, comma, hyphen, space and # only (e.g. 3593 9333)
EmailIn the format of an email address, such as 123@abc.com
URLIn the format of a website address, such as www.abc.com
DateIn the format yyyy-mm-dd, such as 2013-04-01
Date + TimeIn the format yyyy-mm-dd HH:MM, such as 2013-04-01 23:59
CurrencyNumbers only, currency symbol will be displayed automatically
NumberNumerical characters
BooleanChoices of yes and no only
Single ChoiceSingle option (in text format) for selection
Multiple ChoicesMultiple options (in text format) for selection

Define field length by specifying the maximum number of characters/digits allowed.

Only number is allowed
Only number is allowed

Tips

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.

Set up choices
Set up choices