Determining the position of a Field within a card
You can determine the position of a Field within a card. Click and drag the six dots on the left to move any field up or down the list.
Creating a new field
1.To create a new field, scroll to the bottom of the table and click on +Add Field.
2. Give the field a Name.
3. Next, choose the data type for such field from the pre-existing categories.
Text (for short text, few words)
Rich text (for longer descriptions such as notes)
Localised text (for multi-language support)
Email address (creates a mail link)
Phone number (creates a call link)[DR1]
URL (creates a clickable link to a page)
Number (digits only- allows easier calculations). Note! For the Data type Number, the system automatically sets a dot after every three digits.
Percentage (digits only- allows easier calculations)
Currency (standard is Euro, but can be changed in Configurations)
Yes/No (Slidebar to indicate applicability)
Time and Date
Time
File (attaches a single file)
Time Interval
Period
Weekday
List box Options [PM2] (predetermined options that help in segmentation)
Phase Options
4. Select or deselect the slider buttons to activate or deactivate the desired options.
Suppose there's a need to make the field mandatory. This can be accomplished by selecting the mandatory option. This ensures that every contact created from this point forward will require a company address to be generated. For pre-existing contacts without a pre-filled company address, a small red star will appear on the contact card, indicating that this field can be filled in later.
Note! Mandatory fields must be shown as contacts creation. If not selected, cards created won’t save in the system.
Note! The multiple value option must be selected at the creation of a field and cannot be added later.
5. Once completed, click Save.
Your new field now appears on all relevant contact cards.