Address Book manual

14. Set Up Address Fields

  (System Settings)

As a system administrator, you control the fields that appear in all company-wide address records. To add/edit/delete these fields, follow these steps:

  1. From the Portal Page, choose Address Book > Setting > Address Field Setting.

    If you are not already logged in as Admin, enter your admin password when prompted.

  2. Select address field settings accordingly.

    • Last name and company name are required, and cannot be edited or removed.
    • First name, middle name and email fields cannot be removed, but they can be edited to be required/optional.

    To add fields, click Add, type in name and choose settings. Click Add.

    To edit fields, choose a field, click Edit, and make changes as necessary. Click Save.

    To delete fields, choose a field, click Delete, and make changes as necessary. Click Delete.

    Note: If you delete a field, all data corresponding to that field will be permanently deleted.

  3. For further clarity of field settings, see the chart below.


    Setting Fields

    Contents

    Name of Fields Name of Address Record Fields. Input text will be displayed as Name of Fields. Number of characters is up to 100 in Internet Explorer and Netscape.
    Required Items Set as Required Items
    Email Address Input characters will be treated as an Email address.
    URL Input characters will be treated as a URL.
    May input data in multiple lines You can input data without limitation in number of characters. It will be displayed in a single line on the Address Book screen.


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