Custom Fields

You can manage custom fields for specific contact types. This way you can track additional information about contacts within their profiles.

1. To manage custom fields, on the navigational sidebar, select Setup.
2. Once the Setup section expands, select Contacts.
3. On the tabbed menu, select Custom Fields.

The Custom Fields page opens, as follows:

Here you can see the list of custom fields registered in the system. For each custom field, the following information is available:

Field Name	Name of the custom field.
Contact Type	Type of the contact which the custom fields attributes to.
Field type	Type of the custom field.
Digits/Length	Maximal number of digits/characters which the field can store. This information varies depending on the field type.
Decimal Places	Number of decimal places. This information is available for the number field only.
Required	Flag that the field is required. If no flag is shown, the custom field is optional.
Status	A red label indicating that the custom field is deactivated. No label is shown for active custom fields.

You can perform the following operations on custom fields:

• create new custom fields
• edit the existing custom fields
• deactivate the no longer needed custom fields
• activate the deactivated custom fields

Creating a Custom Text Field

1. On the Custom Fields tab, above the list of custom fields, click the Add  icon.
2. In the Create new custom field form, specify the following information:
   

   Contact Type	Select the contact type which the custom field attributes to.
   Field name	Enter the name of the custom field.
   Field type	Select ‘Text’ from the list of options.
   Length	Specify the maximal length of the custom field.
   Required	Check the box to make the custom field as required.

   

3. When complete, click Save.

Creating a Custom Date Field

1. On the Custom Fields tab, above the list of custom fields, click the Add  icon.
2. In the Create new custom field form, specify the following information:
   

   Contact Type	Select the contact type which the custom field attributes to.
   Field name	Enter the name of the custom field.
   Field type	Select ‘Date’ from the list of options.
   Required	Check the box to make the custom field as required.

   

3. When complete, click Save.

Creating a Custom Number Field

1. On the Custom Fields tab, above the list of custom fields, click the Add  icon.
2. In the Create new custom field form, specify the following information:
   

   Contact Type	Select the contact type which the custom field attributes to.
   Field name	Enter the name of the custom field.
   Field type	Select ‘Number’ from the list of options.
   Digits	Specify the number of allowed digits in the custom field. The decimal places are counted towards the number of digits in the custom field.
   Decimal places	Specify the number of decimal places.
   Required	Check the box to make the custom field as required.

   

3. When complete, click Save.

Editing the Custom Field

You can edit the existing custom fields, but you can update the field name and set the field as required or optional. The rest of modifications (such as change of the field type or its length) are not allowed.

1. On the list with custom fields, locate the one you want to edit.
2. Hover over the custom field until the action icons appear.
3. Click the Edit  icon.
4. In the Edit custom field form, make the appropriate modifications.
5. When complete, click Save.

Deactivating the Custom Field

You can temporarily deactivate custom fields, so they will no longer appear on the Custom Fields tab in contacts of a specific type. Values of the deactivated custom field will be retained after its activation.

1. On the list with custom fields, locate the one you want to deactivate.
2. Hover over the custom field until the action icons appear.
3. Click the Deactivate  icon.

Activating the Custom Field

You can activate the temporarily deactivated custom fields, so they will again appear on the Custom Fields tab in contacts of a specific type.

1. On the list with custom fields, locate the one you want to activate.
2. Hover over the custom field until the action icons appear.
3. Click the Activate  icon.