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
- Navigate to Settings > Contact Fields
- + Add Field
- Type: choose the type of data that should be saved against the contact field
- Group: choose or create a new group for the contact field to sit withinGroups help to organise the data on a Contact Card.
- Name: Provide a user-friendly name for the contact field
- Data Marker: A unique identifier will be created for you, select 'Edit' to amend the data marker providedData markers must be at least 2 words long and separated by full stops. For example:
national.insurance.number
- SaveIf you have a number of new contact fields to be added, try importing a .csv file to create them in bulk.
Importing Contact Fields
- Navigate to Settings > Contact Fields
- Export a copy of your current contact fields
- Add the new contact fields as a new line itemIf 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
- Save the file
- Import it back into the Contact Fields page on InTouch
Editing a Contact Field
- Navigate to Settings > Contact Fields
- Select the Custom Field
- Make the required changesTake extra care if changing the contact field's data type. This may result in data loss.
- Save
Deleting a Contact Field
- Navigate to Settings > Contact Fields
- Select the Custom Field
- DeleteThis will delete any existing data saved to the contact field on your stakeholder's contact card.
Re-Ordering Contact Fields
- Navigate to Settings > Contact Fields
- Select Order Fields
- Drag and drop the fields into the desired orderDefault contact fields, like name, email address and organisation cannot be re-ordered.