Accessing Your Contacts
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Contacts’.
2. Accessing Your Contact Record:
Access Applications Menu: Click the app drawer icon at the top right of the page and select 'Contacts'.
Hover over the contact of interest, either under the 'People' or 'Business' tab, then click on the blue eye icon that appears to open the Contact Preview. Access the full record by clicking 'View Record' at the bottom of the preview.
Customizing Display Properties
Within the contact card, select 'About This Person' or 'About This Business' depending on the contact type.
1. Access Property Management:
Scroll down to the 'Save' and 'Cancel' buttons and click 'Manage Properties' to the left of these options.
2. Adjust Displayed Properties:
You'll see a list of available properties to display under 'About'. Adjust the display order of these properties to your preference using the left column. Remove or add any property to the view by clicking 'Remove From View' or 'Add to View' in the center of the page. To duplicate a property, select 'Clone'.
Note: Default values are a permanent part of the system and can't be permanently deleted. Only custom values, covered in the next section, can be permanently deleted.
Creating Custom Properties
1. Access Creation Menu:
Click '+ New Property' at the top of the page to open a menu titled 'Create Property'.
2. Define New Property:
Fill in the 'Name' of the new property and define the 'Type' of information it will hold.
For example, to create a property for a contact's personal Facebook URL, name the field 'Facebook URL' and select 'Website' under Field Type. This means a valid URL is required for this property.
You'll see a preview of your selections. There are various 'Field Types' to choose from:
Single-Line Text - Accepts any text entry.
Multi-Line Text - A larger text box for extended entries.
Number - Accepts numerical entries only.
Phone Number - Accepts numerical entries in a specified telephone format.
Website - Requires an entry in the standard URL format.
Email Address - Requires an email formatted entry.
Dropdown Option - Allows you to create a field with multiple selectable options.
Yes/No - Lets users select Yes or No as a response.
Multiple Checkbox - Lets users select more than one option when completing the field.
Date & Time - Creates a widget for users to select a date and time.
Date Picker - Allows users to select a date from a widget.
Time Picker - Lets users pick a time from a widget.
Once content with your new property, click 'Create' at the bottom of the page.
Your new property will automatically be added to your view by default at the bottom of the list. You can 'Rename' or 'Delete' the property anytime by clicking the respective buttons.