Changes

Custom Fields – General Information

779 bytes added, 19:33, 24 June 2013
no edit summary
* You can change the display order by setting the display order to a different number. For example, if you set the display order on a field to 5000 then the next field added will automatically become 5010.
==='''Display Order with Related Entities'''===
If you add [[Custom Field|custom fields]] to the basic contact [[Entity|entity]] and then add fields to [[Role|roles]] associated with [[contacts]], you will need to take care, as the fields will become mixed if they have the same number sequence.
The following table outlines where you need to be careful:
[[Image:Cf3.png]]
 
{| border="1"
|'''Menu or Application'''
|'''Search For'''
|-
|Organization, Search People
|People: internal and external, related companies, standard and custom fields.
|-
|Communications, Contacts
|External people only - limited search capabilities.
|-
|[[Universal Tracking Application]] > Contact Tab
|Same page as the ''Search People'' page.
|-
|[[Universal Tracking Application]] > Company Tab
|Same functionality as the ''Search People'' page, but with companies.
|-
|Sales Tracking Application > Company Tab
|Same page as the Company tab in the [[UTA]]
|-
|Sales Tracking Application > Contacts Tab
|Same page as the ''Search People'' page
|-
|Sales Tracking Application > My Contacts
|Limited to contacts associated with companies where the current user is the owner.
|}
You should start the number sequence for these types of related fields at some higher level. For example, role 1 starts at 5000, role 2 starts at 8000.
8,849
edits