Customizing Contact Fields: How to Hide or Require Fields

Some businesses need detailed contact records, while others prefer to keep things simple. A real estate agency, for example, might require fields for property preferences and budget, while a law firm may need sections for case history and retainer details. On the other hand, a freelancer managing client inquiries might only need a name, email, and project description.

BIGContacts allows you to hide unnecessary fields and require key fields, ensuring that your team collects only the most relevant information—without cluttering the interface with data you don’t need.

Here are a few steps to customize your contact entries, whether you want to streamline them or enforce mandatory fields for better record-keeping.

How to Hide or Require Fields in BIGContacts

Step 1: Access Field Customization Settings

1. Click on the Admin tab in the left sidebar.
2. Under the "Manage My Account" section, click "Customize Account."
3. Select "Hide/Require Fields" from the available options.

Step 2: Customize Field Visibility and Requirements

1. You'll see a table listing all available contact fields.
2. For each field, use the Hide/Require checkbox to control its visibility and necessity:
   • Check the box to require a field, making it mandatory when adding or editing a contact.
   • Leave it unchecked if the field should remain optional.
   • Check the same box to hide a field if you don’t want it visible in the contact form.

3. Once you've selected, click "Update" at the bottom to apply the changes.