Changes

Contact and Account Standard Fields

2,289 bytes added, 14:02, 5 June 2019

→‎See Also

*Unlike the [[UTA Standard Field Settings]], if you leave leaving 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]].* You can also use the [[Visibility Condition]] section to control when each field is displayed using [[sslogic|logic, and any fields you don't wish to use can be removed]].<BR><BR>

==Account Standard Fields==

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

'''Example2. The following account standard fields are available:''':[[Image:OSF.png]]*Associations*Address*Address 2*CityIn the above example of the '''Office/*Company Standard Fields''':Workflow*Contacts*Country*Created By*Created Date*Fax*Last Updated*Latitude*Longitude:# The '''*Name''' field has been renamed to '''*Owner*Parent Company Name''':# The '''*Phone*Primary Contact ''' (note: Primary Contact field will only be visible to [[User|users]] who belong to the company name '''SmartSimple'once a new account record has been saved)'' *Profile Image ([[Visibility Condition]]linked to a "Display Only - Image" custom field):# The '''Address 2''' field will not be used ([[Visibility Condition]])*Related Companies:# '''*State/Province''' will display as '''Province'''.:# '''*Status*Transactions*Updated By*User Workflow*Web Site*Zip/Postal Code''' will display as '''Post 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. {{StandardFieldSettings}} ==Permissions & Availability== ===Visibility Condition===*Whether or not the Standard Field is visible can be controlled using conditional statements in this box. :*''See [[Visibility Condition]] for more information.''  ===Edit Condition===*Whether or not the Standard Field is treated as read-only or not can be controlled using conditional statements in this box. :*''See [[Edit Condition]] for more information.''  ===[[Role Field Permissions|Role - Field Permissions]]===These [[Role Field Permissions|settings]] allow you to control by [[Role]] who is allowed to view and/or modify the field. ===[[Status Field Permissions|Status - Field Permissions]]===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. ===[[Category Type - Field Availability]]===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.  ===[[Role Type - Field Availability]]===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.    ==See Also==* [[Visibility Condition]]* [[Making Contact Standard Fields Mandatory]]* [[Making Company Standard Fields Mandatory]]* [[Making Company Mandatory for Contact Records]]* [[User]]  [[Category:Global Settings]][[Category:Contacts]]

• ← Older edit

Emmy Fu

2,299

edits