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.
Select [Data Field].
Then select record type [Contact].
Alternatively, you can enter [Contact] section, 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 email@example.com|
|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.