Scenario 1: Custom fields on Contacts

To set up custom fields for contacts:

1. Choose the Contact as Entity Filter on the Custom Field Definitions page.
2. Add a new line, change the Type field to the appropriate one. The system will predefine Field No. but user can change it. The Field Name is mandatory to specify.
3. When the line inserted, the system will automatically add English (ENU) caption of the custom field. This default caption is the same as field name.

The user can add captions for other relevant languages in Custom Fields Translations page which is accessible from Actions:

The example below shows captions in English and Dutch languages defined for the same custom field:

For custom fields of Code type, it is possible to set up values using Custom Field Values page accessible from Actions on the Custom Fields Definitions page:

After the users log out and log in again, the newly defined custom fields will be available on the list and card page (Custom Fields FastTab) of the contacts:

Custom fields on Contacts List page

Custom fields on the Contact Card page

The values defined for the custom field are available in the lookup but not mandatory to select.

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Last update: August 7, 2024