Configuring Fixed Fields
 
The Fixed Fields configuration screen enables administrators to change the names and other attributes of fixed contact fields. To configure the fixed fields, click Admin from within the Contact Manager. This screen is designed to allow you to make several changes before saving the settings.




Field Names
To change the name of the fields, simply type the field names in Display Name column of the grid. Click the Save and Continue button to save your changes. Note that the field type of the fixed fields cannot be changed.

Show in List Screen
Check the fields you wish to show in the main contact list screen in the Show in List Screen? column. Note that if many fields are selected, a horizontal scrollbar will appear on the contact list screen to accommodate the field. Click the Save and Continue button.

Mandatory Fields
If you wish to make certain fields mandatory when information is entered either for a new contact or an existing contact, check the field in the Mandatory column corresponding to the field you wish to make mandatory. The fields will appear with a "*" next to them in the contact entry/edit screen. Click the Save and Continue button to save your changes.

Restricting a Field's Editability by Role
You may wish to make certain fields editable by only certain roles in your group. To select the role you wish to grant edit privileges, select the role in the dropdown. By default, the "All Members" role has edit privileges for each field. For more information on roles and privileges, please see the Office Portal user manual.

Editing List Fields

A list field appears as a dropdown on the contact create/edit screen. Click the Configure List Items link in the Functions column. A window pops up (see below). This allows you to add or remove list items, select the default list item to be displayed on the New Contact screen, and change the order in which they appear in the list.

  1. To add an item, type the name in the Item Name field and click Add.
  2. To delete an item, click the Remove button next to the field you wish to remove.
  3. To change the position of an item as it appears in the list, click the up and down arrows.
  4. To select a default value, select a value from the Default Value dropdown.

Click the Close button to close the window.




 

 Send us your feedback Copyright© OfficeClip LLC 2000-2005, All Rights Reserved 
 OfficeClip provides a suite of web-based enterprise software such as Business Contact Manager, Issue and Bug Tracker, Time and Expense Reporting, Group Calendar, Document Sharing, Office Portal and other applications.