Position Fields


 
The order of the contact fields can be adjusted to the user's preference.
  1. 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 Position Fields on the button bar of the Admin menu.
  2. The screen that appears allows you to position the contact fields with the up and down arrows. Category headings (Personal, Address, Other, and Additional Information) may be repositioned. Category attributes (Last Name, City, Contact Source, etc) may be repositioned as well.

  3. Click Save to save your modified positioning.

 


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