Which fields in the Directory tool can be configured as required, optional or hidden?
Background
Certain fields in the Directory tool can be configured as required, optional or hidden. For example, if you want to make a street address required or hide a field that is not relevant to you and your team, you can configure these preferences in the Company's Admin tool and apply them to existing and future projects. Not all fields are configurable. Fields not available for configuration are in grey italics with the default setting marked in the table. See Create New Configurable Fieldsets.
Answer
The tables below detail which fields can be configured for the Directory tool:
Note:
- A GREEN tick () indicates the possible settings for the field.
- A RED 'x' () indicates the field cannot be configured to this setting.
- A field name in GREY italics indicates the field cannot be configured from its default setting.
Person
Field Name | Required | Optional | Hidden |
---|---|---|---|
Active | |||
Address | |||
Attachments | |||
Business Fax | |||
Business Phone | |||
Cell Phone | |||
City | |||
Company | |||
Country/County | |||
First Name | |||
Initials | |||
Is Employee Of | |||
Job Title | |||
Last Name | |||
Send This User Messages | |||
Tags/Keywords | |||
Postcode |
Company
Field Name | Required | Optional | Hidden |
---|---|---|---|
Abbreviated Name | |||
Address | |||
Attachments | |||
Business Phone | |||
City | |||
Contact Signer | |||
Country/County | |||
DBA | |||
Email Address | |||
Entity Type | |||
Fax | |||
Payment Application Contacts | |||
Labour Union | |||
Licence Number | |||
Name | |||
Primary Contact | |||
Tags/Keywords | |||
Website | |||
Postcode |