10.4.2. Fixed Fields

The Fixed Fields configuration screen enables administrators to change the names and other attributes of fixed contact fields.

  1. After clicking on Contacts from the main toolbar, click on Contacts from the toolbar on the left. Then click Admin on the button bar and click Fixed Fields on the button bar of the Admin menu.

  2. To edit a fixed field, click the icon in the Functions column on the right side. From this screen, the administrator can configure the field.

  3. To alter the display name, simply type the desired name into the text field.

  4. The field type can not be changed in fixed fields, only in user-defined fields.

  5. If you want fields to show in the main contact list screen check the box beside the Show in List Screen? field.

  6. 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 an asterisk (*) next to them in the contact entry/edit screen.

  7. You may wish to make certain fields editable by only certain roles in your organization. To select the role you wish to grant edit privileges, select the role in the dropdown box. By default, the All Users role has edit privileges for each field. For more information on roles and privileges, please see Setup by clicking Setup on the toolbar.

[Note] Note

If many fields are selected to show in the main contact list, a horizontal scrollbar will appear on the contact list screen to accommodate the field.

10.4.2.1. Configuring List Fields

  1. A List field is a dropdown box with a list of available choices relevant to the field. To edit dropdown list items, click the icon in the Functions column on the right side. A window pops up which 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.

  2. To add an item, type the name in the Add New field and click Add.

  3. To delete an item, click the icon next to the field you wish to remove.

  4. To change the position of an item as it appears in the list, click the icons.

  5. To select a default value, select a value from the Default Value drop down list.

  6. Click the Save button to save settings or Cancel to exit without saving.

See Also:

Icons

User-Defined Fields

Child Objects

Rename Sections

Publish Input Forms

Rules

Position Fields

Relationships

Duplicates