Add a User Defined Field to Contact Customer

Fortix is a flexible and customisable platform, where new fields can be added to your system as needed. This article explains how to add a User Defined Field to the Contact Customer page. The field must already have been created in the setup User Defined Field.

Navigate to the CONTACTS CUSTOMERS page. Select any customer and enter the edit page.

The address bar link is : /?customers

The Contacts page opens with the EDIT DETAILS form active. Click the More Menu icon.

Scroll down and select the Fields Setup option.

All available fields in the Contacts form are now displayed. Find the new field that was added as a User Defined Field.

The current position of the new User Defined Field is not ideal.

To move the layout of the User Defined Field, click the More Menu icon.

Scroll down and select the Layout Setup option.

The Contacts FIELD ORDERING: CUSTOMERS_EDIT form opens. Find the User Defined Field.

Contacts - Profile Fortix - Google Chrome
Contacts - Profile Fortix - Google Chrome

Click on the field and drag it to the new position.

Contacts - Profile Fortix - Google Chrome

Click SAVE & CLOSE.

Contacts - Profile Fortix - Google Chrome

Navigate back to the Field Setup screen. Click the Eye icon to unhide and activate the field.

To make this field a compulsory field, click the Wrench and select Yes in the Required field.

Contacts - Profile Fortix - Google Chrome

Click SAVE to continue.

Contacts - Profile Fortix - Google Chrome

The new User Defined Field is now active and a compulsory field indicated with the asterisk.

Contacts - Profile Fortix - Google Chrome

0 Comments

Add your comment

E-Mail me when someone replies to this comment