BigContacts Product News

Make Contact Management fields "Required" or "Hide" them if you like!

Have you ever wanted to hide certain fields that you just don’t use in BigContacts?  Or maybe there are certain fields that you really need to have completed by your team anytime a new contact is added or edited in your database.  We have just released a need “Field Management” feature that will now allow you to do both.

If you are an administrator on your company’s BigContacts account, you now have access to this “Field Management” feature.  This can be accessed by going to the "Admin" Tab and then by selecting the “Field Management” Tab. 

It’s our goal to keep any new feature/ module that we add to BigContacts very simple and easy to use.  This is no exception.  Once you open the “Field Management” tab you will see the view displayed below. There are two columns; one for setting the fields that are going to be “required” in the contact record and a column for those fields that you wish to have “hidden". Simply make you selections in each column and save the changes.  It’s that easy!

 

 

 

 

 

 

 

 

 

 

So, how does this look on the front-end?

Any fields that you mark as required will now have an (*) asterisk next to them.  The next time a contact record is either added OR edited within your system these fields will now be required.  If one of your employees/ team members adds or edits a contact record without completing all of the required fields, any field that still requires data will turn red to make it visually very easy to see what is still missing from this record.

 

 

 

 

 

 

 

 

 

 

As for the hidden fields, they will simply disappear from view as seen below in the “before” and “after” images.

Before hiding certain fields

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

After hiding certain fields

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please Note:  This new feature will initially affect adding contacts, editing contacts, reports, and searching for contacts. 

In the future we will extend the “required” field feature to our web-forms.  Any web-form that you have connected to BigContacts for lead capture can be set up to require the prospect filling out the form to complete certain fields as well.  If they miss or omit a field, our system will direct them back to the form and note the fields that are required in order to complete your web-form.

To learn more about how to use this great tool in BigContacts, start a live chat (Monday - Friday 8am-5pm EST)

 

Or join us for a live webinar to see first hand how this can work for you in your business.

Please feel free to submit a support ticket or join us for a live chat should you have any questions as you work with this new module.