The Fixed Fields configuration screen enables administrators to change the names and other attributes of fixed campaign fields.
Click> > > .
To edit a fixed field, click the icon in the column on the right side. From this screen, the administrator can configure the field.
To alter the display name, simply type the desired name into the text field.
The field type cannot be changed in fixed fields, only in custom fields.
If you want fields to show in the main contact list screen check the box beside thefield.
If you wish to make certain fields mandatory when information is entered, either for a new campaign or an existing campaign, check the field in the Required? column corresponding to the field you wish to make mandatory. The fields will appear with an asterisk (*) next to them in the campaign entry/edit screen.
Thesection allows administrators to select who can see, add new values or edit this field. In each case an OfficeClip Role is assigned permission.
Add New: Users in this role will be
able add values to this field in the Add New screen. If you want
all users to be able to add values to this field from this screen
(default) you can keep this role to
Read: Users in this role will be
able to see the value of this field in the Add New, Detail and
Modify screen. If you want to hide this field from a particular
group of users, create a new role with those users and assign it
here. By default, everyone will be able to see all fields.
Edit: Users in this role will be
able to change the value of this field. This could either happen in
the inline mode from the detail screen or from the modify screen.
By default, everyone will be able to edit this field.
You can name the Section as Personal Information or Additional Information in edit fields.
If many fields are selected to show in the main campaign list, a horizontal scrollbar will appear on the campaign list screen to accommodate the fields.
A List field is a drop-down box with a list of available choices relevant to the field. To edit drop-down list items, click theicon in the column on the right side.
A window pops up which allows you to add and remove list items; select the default list item to be initially displayed, and change the order in which they appear in the list.
To add an item, type the name in thefield and click .
To delete an item, click the icon next to the field you wish to remove.
To change the position of an item as it appears in the list, click theicon.
To select a default value, select a value from thedrop-down list.
Click thebutton to save settings or to exit without saving.