Adding a Contact Field

Administrators can add up to twenty custom Contact Fields.

  1. Navigate to portal_settings_icon.png > Settings in your partner portal.
  2. Select Contact Fields from the left-hand sidebar. The page shows a list of existing custom Contact Fields and their associated Merge Field label.

    For a list of general contact fields and their associated merge fields, see Default Merge Fields for Contact Lists.

  3. Click New Contact Field.
  4. Provide the following information:

    Parameter  Type  Description
    Name  Text

    This is the user-friendly name for the field. It will be used to generate a merge field that you can use to dynamically populate content later. 

    This must be unique and must not match the name of a general contact field.

    Description  Text [Optional] This is a short description of the field. We recommend that you use it to provide information about the use and purpose of this field. 
    Type Radio Button This is the field type. You can choose one from Text, Number, or Date and Time. 

    portal_custom_contact_field_create.png

  5. Click Save. The new field is added to the Contact Fields list, along with its default Merge Field label (in the form z123_contact field name).

    portal_contact_fields.png

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