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:
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From the Home Page, choose Address Book > Admin Tools (in footer).
Note: You can access Admin Tools from any page; just use the left navigation in Admin Tools to find the specific application options.
If you are not already logged in as Admin, enter your admin password when prompted.
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Click Address Fields (Company-wide Addresses).
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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, and click Delete. Click YES.
Note: If you delete a field, all data corresponding to that field will be permanently deleted.
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For further clarification 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.