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Custom fields are user defined fields that
work just like 'standard accelerator
fields' but are far more customizable. An example of a
standard accelerator field would be 'Last Name' and a custom field
might be 'Date of Birth'. You can create an unlimited number
of custom fields which can be searched on and/or
merged just like
any standard accelerator field. You can even group related
custom field into categories called 'custom field panels' making
it easier to manage a large number of custom fields. To
create or edit custom fields do the following:
- From the
|File| menu select |Edit Custom Fields|.
To create a new custom
field, click the |Create New| button, to edit an existing field
highlight the field to edit and click the |Edit|
button.
-
Select the data type field to create. Once you have made your
selections, click the |Create| button to save your setting and create the custom
field.
- Create a New Custom Field: Type in
the name of the new custom field.
- Text Fields: If this option is
checked you can set the properties for this field using the edit
button after the field is saved.
- Date and Time Fields: Checking boxes
in this section will set the field to accept date, time, or both
only.
- Number Fields: Selecting items in
this field will set the field to the selected value.
-
After creating your new custom
fields, they will be displayed within the
Personal
Dashboard under the fields tab, and can be
edited within the
Contact Edit Screen
under the fields tab of each contact.
Personal Dashboard View
Contact Edit Screen View
