In the article How to Structure the Database we saw how to create contact fields, now we will see how best to organize them to have an understandable and meaningful contact sheet.
Follow the path:
Profile Studio > Database List > [Database Name]
from the secondary menu click on Settings > Contact Fields
Click the Layout Fields button
A popup opens and you can organize the fields into Categories and Sections
Categories
Categories represent the types or origin of the fields and visually will be represented by the Tabs in the contact tab as well as help you in the contact filters.
In our example we have 3 categories: Profile, Settings, Info.
In addition to being displayed in the contact tab, categories are useful for contact filters or dynamic audience creation.
Add Category
To add a category click on the Manage Categories button , then click on the Add Category button.
Type the name of the new category, or you can delete or edit an existing one, finally click the Save categories button.
Sections
Sections identify groupings of fields within a category; in our example in the Profile category there are the Recapitals and Master Data sections.
Section Management
To add a new section click on the Add Section button , in the last position you will be able to edit the text box to change the text.
- To move fields in the various categories: drag the fields and sections to the desired location;
- To delete a section click on the trash can icon.
View fields in contact list
Now that we have organized our database we can decide what fields to display on the main screen.
By default the following fields are shown:
- User name (if it's the primary key)
- creation date
- last modified date
If they are not significant to you or you want to view more details, click the settings icon (⚙️), a menu will appear where you can decide which fields to display
In the example we decided to show, in addition to e-mail:
- Company name
- Country
- Language
Edit Fields - Advanced Mode
Are you viewing the contact form and find that you would like to edit the label of a database field?
If you have edit permission to manage database fields, you will find, onthe bottom left, the Advanced Mode option --> enable it .
At each field you will find:
- the pencil icon --> to change the properties of the field
- the star icon --> indicates that it is a business field
- the crossed out eye icon -->indicates that it is a hidden field so users normally do not see it in the contact tab.
To change the field label:
- click on the pencil
- the field properties popup will open
- replace the label and save.