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.
The tables below detail which fields can be configured for the Directory tool:
Note:
Field Name | Required | Optional | Hidden |
---|---|---|---|
Active | |||
Address | |||
Attachments | |||
Business Fax | |||
Business Phone | |||
Cell Phone | |||
City | |||
Company | |||
Country/State | |||
First Name | |||
Initials | |||
Is Employee Of | |||
Job Title | |||
Last Name | |||
Send This User Messages | |||
Tags/Keywords | |||
Postcode |
Field Name | Required | Optional | Hidden |
---|---|---|---|
Abbreviated Name | |||
Address | |||
Attachments | |||
Business Phone | |||
City | |||
Contact Signer | |||
Country/State | |||
DBA | |||
Email Address | |||
Entity Type | |||
Fax | |||
Progress Claim Contacts | |||
Labour Union | |||
Licence Number | |||
Name | |||
Primary Contact | |||
Tags/Keywords | |||
Website | |||
Postcode |