Which fields in the Directory tool can be configured as required, optional, or hidden?
Background
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 gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.
Answer
The tables below detail which fields can be configured for the Directory tool:
Person
Company
Note:
A GREEN checkmark (
) indicates the possible settings for the field.A RED 'x' (
) indicates the field cannot be configured to this setting.A field name in GRAY italics indicates the field cannot be configured from its default setting.
Person
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 |
|
|
|
ZIP |
|
|
|
Company
Field Name | Required | Optional | Hidden |
|---|---|---|---|
Abbreviated Name |
|
|
|
Address |
|
|
|
Attachments |
|
|
|
Business Phone |
|
|
|
City |
|
|
|
Contact Signer |
|
|
|
Country/State |
|
|
|
DBA |
|
|
|
Email Address |
|
|
|
Entity Type |
|
|
|
Fax |
|
|
|
Invoice Contacts |
|
|
|
Labor Union |
|
|
|
License Number |
|
|
|
Name |
|
|
|
Primary Contact |
|
|
|
Tags/Keywords |
|
|
|
Website |
|
|
|
ZIP |
|
|
|