Contact Fields and Forms can be customized to suit your company’s needs. Admins can access and update Contact Settings in Org Reports & Settings, which is organized into individual sections for Contacts, Vendors, and Members.
Form Settings Functionality
Enabled and Required Fields
Admins can enable or disable Contact Fields by clicking the toggle on the right side of each Contact Field table row. A few special System Fields cannot be disabled, renamed or reordered. These System Fields will be greyed out.
Any Contact Field that has the "Required" checkbox filled in will require that this Field be included whenever a new Contact is created. Required Fields are enforced across all the ways to add Contacts (Registration Forms, Lead Capture, etc).
On Web & Mobile App
When Fields are not required, Admins can configure whether a Contact Field is visible On Web and On Mobile App.
For example, you may want a Field to appear on Contact Profiles and the Create New Contact Forms on web, but not on mobile.
Re-order and rename Fields
Admins can drag-and-drop Fields to re-order how they appear on Contact Profiles and Forms on web and mobile app. A Contact Field's name can also be easily updated as well.
System and Custom Fields
Circa has built-in System Fields for Contacts. Additionally, Admins can also create unlimited Custom Fields by clicking the "Add New Field" button at the bottom of the table.
- When adding a new Custom Field, select the Field Type, Name, Requirements, Web and Mobile App visibility and reorder on Contact Profiles and Forms, as desired
- Field Type is validated on data entry, so that URLs must be valid, Numbers must be integers, etc
- Member Fields return a Single or Multi-select picklist of Org Members