Note:
- For privacy reasons, you must enable the custom field information you want to display on your chart.
- The Field tab shows all the fields in the organization including the pre-built standard fields and the custom fields.
- The users can change the field label for any field (standard or custom) by clicking on the field name.
- Existing location field will now be a free text field. User can edit the data and add new location details. This value will not be added to the drop down list.
- Select the organization and click on the FIELDS tab. Account owners/Org Admins should be able to see the Standard role field named "Location Address" here.
- Upon clicking that field, the users have an option to add a list of choices where they can add a few addresses that are frequently used. These options can be selected from the drop down in the role card in chart view. Users can block any outside values by clicking on the checkbox "Block values from outside this list".
- To add a location, type the address in the Location Search Form, click on the address in the search results and then click on Save to add it to the list of Selectable location choices.
- Click on Update Field to apply the changes.
- When populating the field on the role card, users can choose address from list of location choices created in Step 3. Users should still be able to add custom address here if "Block values from outside this list" is not turned on.
- If the field is set to multiple locations, then users will be select locations from the list. They can also type an address in the field and press enter to save it to the role card.
- Use ":" separated values in the CSV/Excel file in order to import the multiple locations through Data import functionality.
Comments
0 comments
Please sign in to leave a comment.