Creating a new contact field

A contact field can be used to save information against a stakeholder's contact card.

This information can then be automatically recalled within your templates, by making use of it's data marker.

Creating a New Contact Field

  1. Navigate to Settings > Contact Fields
  2. + Add Field
  3. Type: choose the type of data that should be saved against the contact field
  4. Group: choose or create a new group for the contact field to sit within
    Groups help to organise the data on a Contact Card.
  5. Name: Provide a user-friendly name for the contact field
  6. Data Marker: A unique identifier will be created for you, select 'Edit' to amend the data marker provided
    Data markers must be at least 2 words long and separated by full stops. For example: national.insurance.number
  7. Save
    If you have a number of new contact fields to be added, try importing a .csv file to create them in bulk.
Importing Contact Fields
  1. Navigate to Settings > Contact Fields
  2. Export a copy of your current contact fields
  3. Add the new contact field as a new line item
    If the field is of a Drop Down List, Radio or Multiselect type, include the answers your users should be able to select from within the Options column. Separate each answer by a comma i.e. Option 1,Option 2,Option 3
  4. Save the file
  5. Import it back into the Contact Fields page on InTouch

Editing a Contact Field

  1. Navigate to Settings > Contact Fields
  2. Select the Custom Field
  3. Make the required changes
    Take extra care if changing the contact field's data type. This may result in data loss.
  4. Save

Deleting a Contact Field

  1. Navigate to Settings > Contact Fields
  2. Select the Custom Field
  3. Delete
    This will delete any existing data saved to the contact field on your stakeholder's contact card.

Re-Ordering Contact Fields

  1. Navigate to Settings > Contact Fields
  2. Select Order Fields
  3. Drag and drop the fields into the desired order
    Default contact fields, like name, email address and organisation cannot be re-ordered.

<< Previous      Next >>
Powered by HelpDocs (opens in a new tab)