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How do I create personal or personally identifying fields?

Table of Contents

Follow these steps to create personal fields:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Select Module Layouts & Fields under Module Management.
  4. Choose Contacts from the Select Module drop-down.
  5. Click the Detail View Layout tab.
  6. 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:
      1. Click the +Add Block button.
      2. Enter the block name.
      3. Choose the existing block after which you want to add the new block. 
      4. Click Save.
      5. Click the +Add Custom Field button in the newly created block.
  7. Select the field type. For example, Phone for phone number, Text for name, etc.
  8. Enter the field name under Label Name.
  9. Enter a default value for the field (optional).
  10. 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.
  1. Click Save.
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