Difference between revisions of "Contact and Account Standard Fields"

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*Unlike the [[UTA Standard Field Settings]], if you leave a '''Label''' blank is does not mean that the field will not be used. Any blank '''Label''' fields will use the default value listed to the left. If you wish to completely remove one of these fields from use you can put '''1=0''' into the [[Visibility Condition]].
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*Unlike the [[UTA Standard Field Settings]], leaving a '''Label''' blank does not mean that the field will not be used. Any blank '''Label''' fields will use the default value listed to the left. If you wish to completely remove one of these fields from use you can put '''1=0''' into the [[Visibility Condition]].
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* You can also use the [[Visibility Condition]] section to control when each field is displayed using logic, and any fields you don't wish to use can be removed.
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* You can also use the [[Visibility Condition]] section to control when each field is displayed using [[sslogic|logic]].<BR><BR>
  
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==Account Standard Fields==
  
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1. Go to Global Settings - Organizations - Standard Fields.
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2. The following account standard fields are available:
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*Associations
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*Address
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*Address 2
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*City
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*Company Workflow
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*Contacts
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*Country
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*Created By
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*Created Date
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*Fax
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*Last Updated
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*Latitude
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*Longitude
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*Name
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*Owner
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*Parent Company
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*Phone
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*Primary Contact ''(note: Primary Contact field will only be visible once a new account record has been saved)''
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*Profile Image (linked to a "Display Only - Image" custom field)
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*Related Companies
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*State / Province
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*Status
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*Transactions
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*Updated By
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*User Workflow
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*Web Site
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*Zip / Postal Code
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*Activity List
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*Credit Limit
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*Outstanding Amount
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*Work In Progress
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*Taxable
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==Contact Standard Fields==
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1. Go to Global Settings - Users - Standard Fields.
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2. The following account standard fields are available:
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*Resume File
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*Address
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*Address 2
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*City
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*Company (if condition failed, readonly)
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*Country
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*Created By
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*Created Date
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*Email
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*First Name
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*Last Name
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*Last Updated
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*Latitude
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*Longitude
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*Middle Name
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*Phone
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*Phone Ext.
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*Prefix
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*Primary Contact
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*Profile Image (linked to a "Display Only - Image" custom field)
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*State / Province
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*Status
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*Suffix
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*Title
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*Updated By
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*Zip / Postal Code
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*Activity List
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==Settings==
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The following settings are available for each standard field.
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{{StandardFieldSettings}}
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==Permissions & Availability==
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===Visibility Condition===
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*Whether or not the Standard Field is visible can be controlled using conditional statements in this box.
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:*''See [[Visibility Condition]] for more information.''
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===Edit Condition===
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*Whether or not the Standard Field is treated as read-only or not can be controlled using conditional statements in this box.
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:*''See [[Edit Condition]] for more information.''
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===[[Role Field Permissions|Role - Field Permissions]]===
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These [[Role Field Permissions|settings]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
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===[[Status Field Permissions|Status - Field Permissions]]===
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These [[Status Field Permissions|settings]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
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===[[Category Type - Field Availability]]===
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These settings allow you to control by the [[Client Categories|category]] of the organization record whether or not the field can be viewed. Only available against organization specific fields.
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===[[Role Type - Field Availability]]===
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These settings allow you to control by the [[User Role|role]] of the user record whether or not the field can be viewed. Only available against user specific fields.
  
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'''Example:'''
 
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:[[Image:BranchOrganizationStandardFields.png|link=]]
 
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In the above example of the '''Office/Company Standard Fields''':
 
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:# The '''Name''' field has been renamed to '''Company Name'''
 
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:# The '''Phone''' field will only be visible to [[User|users]] who belong to the company name '''SmartSimple''' ([[Visibility Condition]])
 
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:# The '''Address 2''' field will not be used ([[Visibility Condition]])
 
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:# '''State/Province''' will display as '''Province'''.
 
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:# '''Zip/Postal Code''' will display as '''Post Code'''.
 
  
  
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* [[Making Company Standard Fields Mandatory]]
 
* [[Making Company Standard Fields Mandatory]]
 
* [[Making Company Mandatory for Contact Records]]
 
* [[Making Company Mandatory for Contact Records]]
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* [[User]]
  
  
 
[[Category:Global Settings]][[Category:Contacts]]
 
[[Category:Global Settings]][[Category:Contacts]]

Latest revision as of 09:02, 5 June 2019

The Office/Company Standard Fields Terminology and User/Contact Standard Fields Terminology settings on the Global Settings page allow to define your own names for the standard Company/Account and User/Contact fields.

Note: The terms Company and Account, as well as User and Contact may have been renamed in your instance of SmartSimple, via the Global Settings page.


  • Unlike the UTA Standard Field Settings, leaving a Label blank does not mean that the field will not be used. Any blank Label fields will use the default value listed to the left. If you wish to completely remove one of these fields from use you can put 1=0 into the Visibility Condition.
  • You can also use the Visibility Condition section to control when each field is displayed using logic.

Account Standard Fields

1. Go to Global Settings - Organizations - Standard Fields.

2. The following account standard fields are available:

  • Associations
  • Address
  • Address 2
  • City
  • Company Workflow
  • Contacts
  • Country
  • Created By
  • Created Date
  • Fax
  • Last Updated
  • Latitude
  • Longitude
  • Name
  • Owner
  • Parent Company
  • Phone
  • Primary Contact (note: Primary Contact field will only be visible once a new account record has been saved)
  • Profile Image (linked to a "Display Only - Image" custom field)
  • Related Companies
  • State / Province
  • Status
  • Transactions
  • Updated By
  • User Workflow
  • Web Site
  • Zip / Postal Code
  • Activity List
  • Credit Limit
  • Outstanding Amount
  • Work In Progress
  • Taxable

Contact Standard Fields

1. Go to Global Settings - Users - Standard Fields.

2. The following account standard fields are available:

  • Resume File
  • Address
  • Address 2
  • City
  • Company (if condition failed, readonly)
  • Country
  • Created By
  • Created Date
  • Email
  • First Name
  • Last Name
  • Last Updated
  • Latitude
  • Longitude
  • Middle Name
  • Phone
  • Phone Ext.
  • Prefix
  • Primary Contact
  • Profile Image (linked to a "Display Only - Image" custom field)
  • State / Province
  • Status
  • Suffix
  • Title
  • Updated By
  • Zip / Postal Code
  • Activity List

Settings

The following settings are available for each standard field.

Language

When a new language is selected, you will have the option to enter new values for the Caption, Tool Tip and Validation Messages.

https://wiki.smartsimple.com/index.php?title=Template:StandardFieldSettings&action=edit

Caption

  • All fields with a name in this field have been enabled.

Mandatory

  • The Mandatory option will ensure that a value has been input into the field before the record can be saved.
  • This validation is not performed when if the Save Draft button (if enabled) is used to save the record.

Read Only

  • The Read Only option prevents the value in the field from being changed by the user.
  • The field can still be updated programmatically through the use of Template / Type Formulas or Browser Scripts.

Track Changes

  • The Track Changes option enables tracking of any changes made to the standard field.
  • Fields that have "Track Changes" enabled will be displayed with an icon to indicate this.
  • Users that have been given the relevant Manager Permission will be able to view the field history.

Server Validation

Tool Tip

  • Allows you to define "mouse-over" help text.
  • When the user hovers their mouse pointer over the caption, the text in the Tool Tip section will appear.
  • See Tool Tip for additional detail.

Validation

  • Allows you to define custom validation for the page, based on the values entered into this field. See JavaScript Validation for detailed instructions.

Validation Message

  • This box is used to control the message that is displayed when the user does not complete a Mandatory field and attempts to save the record.
  • See Validation Message for more information.

Phone Number Format

  • Available for the Phone and Fax standard fields.
  • These settings determine how numbers entered into this field will be formatted.
  • See Phone Number Format for details.

Enable Status Duration Log

  • Available for the 'Status' standard field. This selector will appear if "Track Changes" is enabled. When the "Enable Status Duration Log" is enabled, each status change will update the Duration field on the current log record. The Duration (in days) can be exported using a report from the system.
  • The options to "Populate Historical Data" and "Status for Daily Increment of Duration Log" will appear if "Enable Status Duration Log" is enabled. Clicking "Populate Historical Data" will complete a batch update status change history log of all existing records on the UTA to populate the Duration field. The "Status for Daily Increment of Duration Log" can select specific statuses where the daily increments of the Duration field applies.

Permissions & Availability

Visibility Condition

  • Whether or not the Standard Field is visible can be controlled using conditional statements in this box.

Edit Condition

  • Whether or not the Standard Field is treated as read-only or not can be controlled using conditional statements in this box.

Role - Field Permissions

These settings allow you to control by Role who is allowed to view and/or modify the field.

Status - Field Permissions

These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified.

Category Type - Field Availability

These settings allow you to control by the category of the organization record whether or not the field can be viewed. Only available against organization specific fields.

Role Type - Field Availability

These settings allow you to control by the role of the user record whether or not the field can be viewed. Only available against user specific fields.


See Also

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