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.

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.

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

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.

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.

Tips

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)
Email	In the format of an email address, such as 123@abc.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
Number	Numerical characters
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.

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.