Editing Contact Fields

Who can Editing Contact Fields? Leaders on the project.

Editing Contact Fields allows Contacts to address your specific needs and capture all the important information about a Contact or an Opportunity.  Contacts and contact fields are project specific and can vary from project to project.

Edit a contact field:

1. Open the project of interest
2. Select "Settings" tab in the upper right
3. Select "Customization" sub-tab

Picklist:

On the left pane you will see two sections, Picklists and Custom Fields. In Picklists there is a field for Contact Type, Opportunity Type and Opportunity State. You can select any one of these and edit the picklist option for these.

Custom Fields:

You can add custom fields under Contact, Organization or Opportunity.

1. Select the area under which you would like to add a custom field to
2. Select "Add a Custom Field"
3. Complete the form and select the "Save" button at the bottom
4. Add other fields if you wish.
5. Once you have added all the custom field you want select the "Save" button

Other:

• If the "Contacts" option is not available for a project the "Customization" sub tab pane will be empty and there will be no option to customize fields.
• You can change the Picklist options but not the names of the top three: Contact Type, Opportunity Type and Opportunity State.