Contact Extra

Overview

Updated 09/16/2021

 

Add a new Extra Field

Add options to the Drop Down

 

 

The Extra item of the Contact section is used to record auxiliary data in various categories regarding the contact. 

Click here for information about using the Transaction Extra field.

 

 

Add a new Extra Field

1. Click the Admin Tools button
   
   
   
   
2. Click on Config Choice
   
   
   
   
3. Click the Add New button
   
   
   
   
4. Fill out the fields for adding a new Field
   1. Category Type: ContactExtra
   2. Choice Code: (Type the new Extra field name)
   3. Description: (Type a brief description of the field
   4. Select (Locations): Select the Branches/Locations that should have access to this
   5. Click 'Save'
      1. It is recommended to restart the application to see the changes
         
         

Add options to the Drop Down

This will allow the fields to be listed in their respective sections

1. Click on Admin Tools
   
   
   
   
2. Click on Config Choice
   
   
   
   
3. Click on ChoiceProperty Tab
   
   
   
   
4. Type (or select): ContactExtra
   
   
   
   
5. Choose an option in the 'ChoiceCode' Column
   1. Example of some of the options available
      1. Note: You can have the same Choice in multiple sections
         
         

         Choice Name	Choice Category
         Referral Source	Other
         Source	Other
         Source Detail	Other

         
         
         
         
6. Determine if you want the new field to be available to specific, or all, Branches
   1. To apply to all Branches
      1. Click Apply changes to all Branches
      2. Click Go
         
         
         
         
   2. To apply to specific Branches
      1. Individual Branch
         1. Select a Branch from the 'Select Branch' dropdown menu
         2. Select a Branch from the 'Branch' column in the results
            
            
            
            
7. Scroll to the right, to see the 'ValueList' and 'ValueType' fields
   1. Hover over the 'ValueList' to see all the options:
      
      
      
      
      
8. Click into the record you want to edit
   1. To add a new value
      1. Go to the end of the list of values
      2. Type the new option
         1. Must have a comma before each option
         2. Do not include spaces after the comma
            1. 1. Example:       ,Park Bench
                  
                  
                  
                  
      3. Click on another field and then a pop up will appear
         1. Asks if you want to apply the change to all Branches
            1. Yes = All Branches
            2. No = Only the Branch you made the change on
               
               
               
               
   2. To remove an option
      1. Click on the values in the 'ValueList'
      2. Remove the options you don't want
         1. Make sure there are no spaces after commas
         2. Verify there isn't a comma at the end of the options
      3. Click on another field and then a pop up will appear
         1. Asks if you want to apply the change to all Branches
            1. Yes = All Branches
            2. No = Only the Branch you made the change on
               
               
               
               
9. Once done, please restart the application

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