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Fixed Fields
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The Fixed Fields configuration screen enables administrators to
change the names and other attributes of fixed contact fields.
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- From the Contact Manager, click one of the following on the left menu: Contacts,
Accounts or Opportunties (these three applications have Admin functions).
Then, click Admin on the button bar. Click Edit Fixed
Fields on the button bar of the Admin menu.
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To edit a fixed field, click the "Edit" icon in the Function column on the right side.
From this screen, admin can configure the field.
Display Name
- To alter the display name, simply type the field names in Display Name
column of the grid.
Field Type
- Note: the field type can not be changed in fixed fields, only in user-defined fields.
Show in List Screen
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Check the fields you wish to show in the main contact list screen in the Show in
List Screen? column. Note that if many fields are selected, a
horizontal scrollbar will appear on the contact list screen to accommodate the
field.
Mandatory Fields
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If you wish to make certain fields mandatory when information is entered either
for a new contact or an existing contact, check the field in the Mandatory
column corresponding to the field you wish to make mandatory. The fields will
appear with a "*" next to them in the contact entry/edit screen.
Restricting a Field's Editability by Role
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You may wish to make certain fields editable by only certain roles in your
group. To select the role you wish to grant edit privileges, select the role in
the dropdown. By default, the "All Members" role has edit privileges for each
field. For more information on roles and privileges, please see Setup by clicking
Setup on the toolbar.
Configuring List Fields
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A "List" field is a dropdown box with a list of available choices relevant to the field.
To edit dropdown list items, click the
"Configure Items" icon Function column on the right side. A window pops up (see
below). This allows you to add or remove list items, select the default list
item to be initially displayed, and change the order in which they appear in the list.
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To add an item, type the name in the Add New field and click Save.
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To delete an item, click the Remove button next to the field you wish to remove.
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To change the position of an item as it appears in the list, click the up and
down arrows.
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To select a default value, select a value from the Default Value dropdown.
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Click the Close button to save settings.
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