Step 7: Partner and Organization Field Settings

User Field Customization and Visibility
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 ...
Fri, 13 Oct, 2023 at 1:09 PM
Partner Record Field Customization
Channeltivity starts you out with a set of standard fields for your Partner record and Become a Partner Form, but you can add additional custom fields to...
Tue, 23 May, 2023 at 2:56 PM
Organization Field Requirement and Visibility
This section enables you to determine which Organization fields are required and visible in the various areas of the portal. Organization fields are items s...
Tue, 21 Dec, 2021 at 2:32 PM
State/Province Requirement Settings by Country
Channeltivity gives you the ability to specify on a country-by-country basis whether the State/Province field is required on input forms. It also allo...
Fri, 13 Nov, 2020 at 3:01 PM