In this section, you can add custom fields to the User/Contact profiles. You can also make the fields visible on the Request Access Form and/or the Primary Contact section on the Become a Partner form.
Field Customization
To add a new field:
- Go to Settings > User & Organization Fields > User Custom Fields.
- Click the Add Field link.
- Name your field. This Name will be the field name the Partner sees when completing your registration.
- Select the field type and add a description.
- Set the field visibility. From here, you can add custom fields to the User Profile, as well as determine which fields will be displayed for Partners when they request access to the portal or complete the "Primary Contact" section on the Become a Partner form. The field visibility options are listed below:
- Public "Request Access" & "Become a Partner" - the field will be visible on both public-facing forms
- "User Profile Edit" combined with "User Profile View" - means Users can view and edit the field in their profile
- "User Profile View" - selecting only this option will make the field read-only to Partners
Internal-facing - Uncheck all three checkboxes to hide the field from Partners and make it visible to only Internal Users
- When you are finished adding your custom field, click OK.
User Custom Fields Window
If you need to reorder fields, hover your mouse over the field and click to drag. If you need to edit or remove a field, hover your mouse over the field and select one of the options listed on the far right.
User Custom Field Page
User Field Requirements & Visibility
The User Field Requirement & Visibility page allows you to determine which of the standard User/Contact fields are required and visible in various areas of the portal, such as User/Contact records, the Request Access, Become Partner forms, and the Customer/Prospect Contact record associated with Deal Registrations. To access the User Field Requirement & Visibility page, go to Settings > User & Organization Fields > User Field Requirement & Visibility.
Each column represents a different user interface or form view where the field may be displayed or edited by Users. You can specify whether the fields in each column should be required, editable, or hidden for that column's view or form by clicking the icon in each column to update the field status. Below are the three available field statuses:
- Required: A red asterisk (*) indicates a required field. Fields marked as "Required" must be filled out on that particular view or form.
- Editable: A pencil icon indicates the field is editable. Fields marked as "Editable" can be modified in that particular view or form.
- Hidden: An eye icon with a line through it indicates the field is hidden. Fields marked as "Hidden" will not be displayed to Users in that particular view or form.
User Fields
Scroll down the page to make adjustments to the standard fields on the Deal Registration's Customer/Prospect Contact record:
Deal Registration Customer/Prospect Contact Fields
When finished, click "Save" to save your changes.