Contact Custom Fields
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Contact Custom Fields

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Manatal allows users to add custom categories and fields to guest and contact profiles in the same way as candidate profiles.

Important

This can only be done by an Admin.

Creating a Custom Category

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Contacts" category then click on "Customize contact fields".

Administration 1.png

Customization.png

Contact Custom Fields 1.png

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  1. Click on "Add new category".
    Contact Custom Fields 3.png

  2. Fill out the fields and click "Save".
    Contact Custom Fields 5.png

Creating a Custom Field

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Contacts" category then click on "Customize contact fields".

Administration 1.png

Customization.png

Contact Custom Fields 1.png

Contact Custom Fields 2.png

  1. Open the category under which the custom field will be added. It can be a default or custom category.
    Contact Custom Fields 6.png

  2. Click on "Add Field".
    Contact Custom Fields 7.png

  3. Fill out the name of the new field and select the desired type of field. Click "Save".

Info

Learn more about Manatal's type of fields in this article.

Contact Custom Fields 8.png

Editing a Custom Category or Field

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Contacts" category then click on "Customize contact fields".

Administration 1.png

Customization.png

Contact Custom Fields 1.png

Contact Custom Fields 2.png

  1. Click on the 3-dots next to a custom category or custom field and click on "Edit" from the dropdown menu.
    Contact Custom Fields 9.png

  2. Edit the fields and click "Save".
    Contact Custom Fields 10.png

Deleting a Custom Category or Field

Note

Default categories and fields cannot be deleted.

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Contacts" category then click on "Customize contact fields".

Administration 1.png

Customization.png

Contact Custom Fields 1.png

Contact Custom Fields 2.png

  1. Click on the 3-dots next to a custom category or custom field and click on "Delete" from the dropdown menu.
    Contact Custom Fields 11.png

  2. Confirm the deletion by clicking on "Delete".
    Candidate Custom Fields 10

Re-ordering Categories and Fields

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Contacts" category then click on "Customize contact fields".

Administration 1.png

Customization.png

Contact Custom Fields 1.png

Contact Custom Fields 2.png

  1. Click to drag and drop to re-order widgets.
    Contact Custom Fields 14.png

Displaying/hiding Categories and Fields

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Contacts" category then click on "Customize contact fields".

Administration 1.png

Customization.png

Contact Custom Fields 1.png

Contact Custom Fields 2.png

  1. Click on the 3-dots next to a category or field and select hide/show from the dropdown menu.
    Contact Custom Fields 13.png

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