Fixed Fields for Contacts

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

  1. Click CRM > Contacts > Admin > Fixed field.

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

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

  4. The users cannot change the field type in fixed fields; it can be changed only in custom fields.

  5. If you want fields to show on 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 Required? 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. The Permission by Role section allows administrators to select who can see, add a new value or edit this field. In each case, an OfficeClip Role is assigned permission.

    1. Add New: Users in this role will be able to add value to this field in the Add New screen. If you want all users to be able to add values to this field from this screen (default), you can keep this role to All Users.

    2. Read: Users in this role will be able to see the value of this field in the Add New, Detail and Modify screen. If you want to hide this field from a particular group of users, create a new role for those users and assign it here. By default, everyone will be able to see all fields.

    3. Edit: Users in this role will be able to change the value of this field. This could either happen in the inline mode from the detail screen or from the modify screen. By default everyone will be able to edit this field.

  8. You can name the Section as Personal Information or Additional Information in edit fields.

  9. Click on the Update button to save the settings.

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.

Configuring List Fields

  1. Click CRM > Contacts > Admin > Fixed field.
  2. Click the icon in the Actions column on the right side.
  3. Users can configure list items relevant to the field. Users can edit or add more items to the drop-down list items,

  4. A window pops up which allows you to add and remove list items, select the default list item to be initially displayed, and change the order in which they appear in the list.

  5. To add an item, type the name in the Item Name field and click Add and then click Save.

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

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

  8. To select a default value, choose a value from the Default Value drop-down list.

Click on the Next button to go to the next Admin screen.

To go back to the Contacts list screen, click on the icon.