Feature release Date: February 1st, 2025​
With our latest enhancement, you can now add and manage fields while creating an Account or Contact, including setting their mandatory fields. Additionally, when editing an Account or Contact, you will also be able to see the fields you previously added.
Use Case: Ability to manage and customize account and contact fields, ensuring accurate data collection while addressing mandatory requirements.
Note: The addition of fields and the management of mandatory fields include common fields shared between personal and commercial accounts/contacts.
To View the Enhancement:Â
Manage 'Add Contact' Fields:
- Navigate to the Settings module.
- Under Configuration, select Mandatory Fields.
- Click on ‘Add Contact’ and select ‘Manage Fields.’
- Add more fields to contacts by toggling the ‘Enable’ button in the Manage Fields section.
- View a preview of the updated contact on the right-hand side.
Manage 'Add Account Fields' :
- Add more fields to account by toggling the ‘Enable’ button in the Manage Fields section.
- View a preview of the updated account on the right-hand side.
