How to: Configure Profile Settings
Profile Settings typically do not need to be changed. Sometimes you want to add additional required fields for a contact or change the wording of a field. To learn more about configuring the Profile Settings, please follow the steps below.
- Click Settings
in the top menu bar.
- Choose Profile Settings
as your Setting type.
- Optional: Check the boxes for fields you would like to make Visible or Required when adding or editing contacts.
For more information about adding contacts, visit: How to: Add Contacts Individually to a Group
For more information about editing an existing contact, visit: How to: Edit or Delete an Existing Contact or Client- Optional: Update the Field Label. These are the labels that appear when adding or editing contacts or locations.
Example: You can change the labels for location to be clinic, school, office or any other designation.- Optional: Select Add Pick List
. Click Add Option and enter the options you would like to be able to pick from. Choose Done when you have finished adding your options.
Note: The Add Pick List option is available for multiple fields including custom, appointment type, clinic phone number or address.- Press Update
to finalize your changes.
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