FAQs in this section
Is there a limit on the number of fields I can add in a module?
What are personal or personally identifying fields?
What are encrypted fields?
How do I create encrypted fields?
The values of some fields are concealed. Users are not able to see them. Why?
How do I provide permission to users to view encrypted field values?
Can I disable encryption on a field?
How many encrypted fields can I create?
What is a picklist?
What is country picklist value?
Can I edit fields in the Layout Designer?
Is Dynamic Dependency applied to Layout Designer?
What happens when Dynamic Dependency is applied to Layout Designer?
What is Layout Designer in Vtiger CRM?
Is the Layout Designer available as an add-on in Vtiger CRM?
How do I create personal or personally identifying fields?
Table of Contents
Follow these steps to create personal fields:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Select Module Layouts & Fields under Module Management.
- Choose Contacts from the Select Module drop-down.
- Click the Detail View Layout tab.
- Click the +Add Custom Field button under any block you want to create it in. For example, under Basic Information, Address Details, etc.
- You can also create a new block:
- Click the +Add Block button.
- Enter the block name.
- Choose the existing block after which you want to add the new block.
- Click Save.
- Click the +Add Custom Field button in the newly created block.
- You can also create a new block:
- Select the field type. For example, Phone for phone number, Text for name, etc.
- Enter the field name under Label Name.
- Enter a default value for the field (optional).
- Set the field properties:
- Mandatory Field: Entering a value for the field becomes mandatory.
- +Quick Create: The field becomes available under Quick Create.
- Key Field View: The field appears in the Key Fields section of a contact’s Summary View.
- Header View: The field appears in the Header section of a contact’s Summary View.
- Mass Edit: You can perform a mass edit action on the field.
- Personally Identifying: The field can be selected to seek consent from contacts. Data in the field must be erased if a contact does not grant consent.
- Click Save.
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