Adding new fields to contact cards: Difference between revisions
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{{#seo: | |||
|title=How do I add a new field to a contact card? | |||
|titlemode=append | |||
|keywords=planfix, contacts, contact template, how do I add a new field to a contact card, new contact field | |||
|description=How do I add a new field to a contact card | |||
}} | |||
Additional user fields can be added to contact cards when editing a [[contact templates |contact template]]: | Additional user fields can be added to contact cards when editing a [[contact templates |contact template]]: | ||
https://s.pfx.so/pf/g6/HkrwfY.png | https://s.pfx.so/pf/g6/HkrwfY.png | ||
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*In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type: | *In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type: | ||
https://s.pfx.so/pf/dC/fsiXli.png | https://s.pfx.so/pf/dC/fsiXli.png | ||
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*Set access to this field for employees or clients: | *Set access to this field for employees or clients: | ||
https://s.pfx.so/pf/Ao/PPVEvk.png | https://s.pfx.so/pf/Ao/PPVEvk.png | ||
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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 a new field to one of the panels in the contact form by clicking its name in the list: | 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 a new field to one of the panels in the contact form by clicking its name in the list: | ||
https://s.pfx.so/pf/as/USQD9K.png | https://s.pfx.so/pf/as/USQD9K.png | ||
Or by dragging and dropping: | Or by dragging and dropping: | ||
https://s.pfx.so/pf/ni/IS0vLv.gif | https://s.pfx.so/pf/ni/IS0vLv.gif | ||
===Important=== | ===Important=== | ||
If the field were created at an earlier point, it would be in the list of fields found on the form's left-hand side. 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. | If the field were created at an earlier point, it would be in the list of fields found on the form's left-hand side. 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. | ||
Revision as of 14:28, 9 January 2025
Additional user fields can be added to contact cards when editing a contact template:
- In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type:
- Set access to this field for employees or clients:
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 a new field to one of the panels in the contact form by clicking its name in the list:
Or by dragging and dropping:
Important
If the field were created at an earlier point, it would be in the list of fields found on the form's left-hand side. 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.