Custom contact fields: Difference between revisions

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You can create custom fields in contact template editing mode:
{{#seo:
|title=Custom contact fields
|titlemode=append
|keywords=planfix, contacts, contact template, custom, fields, contact
|description=How do I add a new field to a contact card
}}
There are two ways to create custom contact fields:
In the '''Account management – Custom fields – Contact fields:'''


<screenshot>
https://s.pfx.so/pf/aZ/Zpxz6j.jpg


By clicking the '''New field''' button:
In the form that opens for adding a new custom field, select the field type, enter a name, and configure additional parameters depending on the field type:


https://s.pfx.so/pf/U7/cbiIFj.jpg
<screenshot>


When you create a field, you can immediately select the [[Sets of custom fields|set]] in which it is to be created:
You can also set access to this field for employees or clients:


https://s.pfx.so/pf/fB/lUEqfi.jpg
<screenshot>


After the field has been created, it is displayed in the [[contact templates]] as follows:
The field you create will appear in the '''Main field set''' section that can be found at the bottom of the list of panels and fields. You can add it to one of the panels in the contact form by clicking its name in the list:


https://s.pfx.so/pf/yG/aQvfOA.jpg
<screenshot>
 
Or by dragging and dropping:
 
<screenshot>
 
===Please note:===
If the field was created at an earlier point, it will be in the list of fields that can be found on the left-hand side of the form. You don't need to create the field again: you can create a field once and use it multiple times, in any contact template where it's relevant.


The second way to create custom contact fields is described, [[How do I add a new field to a contact card|here]].




Latest revision as of 15:06, 15 January 2025

There are two ways to create custom contact fields: In the Account management – Custom fields – Contact fields:

Zpxz6j.jpg

By clicking the New field button:

cbiIFj.jpg

When you create a field, you can immediately select the set in which it is to be created:

lUEqfi.jpg

After the field has been created, it is displayed in the contact templates as follows:

aQvfOA.jpg

The second way to create custom contact fields is described, here.


Go To

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