It is possible to change the fields located within the contact card to reflect your business more accurately and to aid in customising the software to your requirements.
The fields that can be customised include partner, private, status, line of business, category and user-defined fields.
To change the description of these fields:
1. Select View - Settings. 2. Click on Company database. 3. Select the tab Settings Per Module and click on Contact Management. 4. Under the area Field descriptions you will see boxes containing the descriptions that can be edited. 5. Replace the descriptions with the desired text. 6. Save and exit company database settings. 7. Select View - Contacts - Contact management. 8. The field descriptions will now have been changed for all contacts.
You will notice that fields on the contact card such as status, line of business and category have a drop down lists allowing detailed categorisation of your contacts. It is possible to add, remove and edit these respective categorisation details.
To change the details in the drop down selection for field descriptions:
1. Select View - Settings. 2. Click on Company database. 3. Select the tab Company Settings and click Properties register. 4. Scroll down the list of fields to find either status, line of business or category and click on the edit button 5. You will now have the option to create a new category, edit a category or delete a category. 6. After adding, changing or deleting a category, save and exit the company database settings. 7. Select View - Contacts - Contact management. 8. Use the drop-down menu located next to the appropriate field and you will now be able to see your changes to the selection of categories.
key words: contact card, change details, group, user defined fields.