Adding Optional Fields for Contacts

You can customize contacts by adding unlimited optional fields to them.

To add or remove optional fields for contacts, you must have Setup Maintenance authorization. For more information, see Multiple Contacts Security Authorizations.

To add optional fields for contacts:

1. Open Common Services > Multiple Contacts > Optional Fields.
2. Add each optional field you will use for contacts, as follows:
   1. Click in the table and then press Insert.
   2. Use the Optional Field column to specify an optional field.
   3. If you want the default value to appear automatically in the optional field, select Yes in the Value Set column (or verify that the option is selected).
   4. If you want to set a default value, enter or select it in the Default Value column.
      • If the default value is validated, you must specify a value that was set up for this field. For more information about validation, see Optional Fields Screen.
      • If the default value is not validated, you can use the Detail table to specify a value, or you can type the default value in the field.
   5. If you want the optional field to appear by default for contacts (on the M/T Contacts screen), select Yes in the Auto Insert column.

      Note: If you do not select Yes, the field is available for contacts, but must be added manually by users with the appropriate security authorization.

3. When you have finished adding optional fields, click Save to save your changes.