Channeltivity starts you out with a set of standard fields for Distributor Organization records, but you can add additional custom fields to capture more information. 


Configuring Distributor Organization Custom Fields


To add a field, go to Settings > User & Organization Fields > Distributor Organization Custom Fields. 

  1. Click Add Field
  2. Name your field 
  3. Select a field type from the drop-down menu. 
  4. Add a description (optional but recommended).
  5. Configure the Field's Visibility & Interaction settings: This section allows you to control who can see, edit, or is required to complete the custom field, as well as its availability for integrations. Each column represents a different area of the system where the field may appear.
    • Internal View: The field is visible and editable by Internal Users. It can also be configured to be required.
    • Distributor View: Set Distributor User access for the field using these options: 
      • Hidden - The field is hidden from Distributors and is accessible only to Internal Users. 
      • Visible - Distributors can view the field.
      • Editable - Distributors can view and edit the field.
      • Required - Distributors must fill out the field before saving any changes they've made to their Organization record. 
    • API & Integrations: Specify how the field interacts with API integrations.
      • Editable: Allows the field to be set or updated through API integrations. The field is optional by default and does not need to be populated in Channeltivity for the data to be submitted.
      • Required: The field must be populated before data can be successfully submitted via API integrations.
  6. Click OK and repeat the process for any additional fields you want to add.

Distributor Organization Custom Fields- New Custom Field Window


After adding all of your custom fields, you can separate the fields into sections by clicking the Add Section link (optional). You can also reorder fields and sections by hovering over the item you wish to move and dragging it into the desired location on the page.  


If you need to edit or delete a field, hover your mouse over the field and select one of the options to the far right. 



Custom Field Visibility Preview


The "Preview" dropdown menu in the top left allows you to validate visibility settings across different User types. This helps ensure that the correct visibility and interaction settings are applied for each audience.


When you are finished making all of your changes, click Save to save your changes.