Managing Group Fields

When you set up a group, certain fields are automatically available - such as Contact Name, Email, Phone, and Address. You can customise which fields are visible and available for your group by adjusting field visibility settings. This allows you to tailor the group experience to your needs, showing only the information relevant to your team and contacts.

What Field Settings Mean

Before you customize fields, it's helpful to understand what each setting does:

Visible in List

When a field is set to visible in list, it appears as a column in your group's contact list view. For example, if you make the Mobile Phone field visible in the list, you'll see a Mobile Phone column when viewing all contacts in that group.

Available

When a field is set to "Available," it can be used and filled in on contact records within that group. However, it won't automatically appear in the contact list view. Users must open an individual contact record to see and edit available fields.

How to Customise Field Visibility

1. Click the Administration Settings icon (cog icon) in the top-right corner
2. Select Custom Fields from the dropdown menu
3. Select Manage fields by group type
   
4. Click Edit next to the Group Type you want to customise
5. You'll see a list of all fields with two checkboxes for each:

• Visible in list: Check this if you want the field to appear as a column in your contact list
• Available: Check this if you want the field to be available for use on contact records
  Select the checkboxes for the fields you want to customise

5. Click Save at the bottom of the page

Reordering Fields

You can change the order in which fields appear on contact records and in the contact list.

1. In the Fields settings (see steps above), locate the field you want to move
2. Right-click and drag the field to the position you want (or tap and hold on a touchpad, then drag)
3. Click Save at the bottom of the page

The new order will be applied to all contact records in that group.

Managing Visible Skills

If your group uses Team Skills, you can control which skills are available to assign to contacts in that group.

1. In the Fields settings, scroll to the Visible Skills section
2. Check the skills you want to make available to assign to contacts in this group
3. Uncheck any skills you don't want to use in this group
4. Click Save at the bottom of the page

When you uncheck a skill, it will no longer appear as an option when assigning skills to contacts in this group. However, the skill will still be visible on existing contact records that already have it assigned.