Personalize form when adding single contact

0 Votes

We have very specific fields we need to add our contacts. We work in higher education and mostly deal with people from schools, nonprofits, and governmental organizations. There are a lot of unusable fields that get in the way of adding contact efficiently. For example, we do not have "personal" contacts; there is no need for there to be information for home addresses or birthdays. It would be great if we could build templates for contacts that are specific to our needs. Because right now, it takes too long to wade through unnecessary details.

8 Comments
Frankie_P
Moderator

Hi @SSUCCE

 

How are your contacts being added into your account? Which templates are you looking to customize the fields being included?

Frankie_P
Moderator
Status changed to: Open Questions
 
Frankie_P
Moderator
Status changed to: Gathering Information
 
Frankie_P
Moderator

Reply from @SSUCCE 

I use the *Add Contacts *button.
We have very specific contacts that we add: (mostly) internal faculty,
staff, and students; nonprofits, for profits, and governmental orgs; and
community members.

EX 1. When I go to add a faculty member, I need to add their name,
department, and school. Perhaps their building number and office phone. But
when I go to add contacts, I have to scroll past Birthday and Anniversary,
Home Address, etc. I only want the fields that I will be using to appear.
EX 2. If I need to add a community organization, I need to add the name of
the org, contact at org's name, phone number, location (city and county),
and department. Again, I have no need for their personal details like
birthday or home address. If I ever want to add something like an
anniversary, I would like to choose for it to appear, not have it as
default on top of stuff that is more regularly used.


 

Frankie_P
Moderator

Hi @SSUCCE 

 

Are you uploading contacts one by one, typing or pasting several at a time, or upload contacts by the file?

Frankie_P
Moderator

Reply from @SSUCCE 

We get our contacts sporadically. So we have to add them one by one.

Frankie_P
Moderator

Hi @SSUCCE

 

Thanks for following up with this detail! We have opened up this idea so other users can weigh in as well on having the ability to customize the form that appears when adding a single contact into an account. In the meantime, as a workaround, we would suggest selecting "type or paste contacts" instead. This option allows you to select the specific contact fields you need to be included.

Frankie_P
Moderator
Status changed to: Voting Open
 
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