Edit dynamic field details

Contacts - View, Add and Edit Contacts

You can add or order a dynamic field or dynamic field groups in the Settings > Contacts area. As you receive updated information about a contact, you need to update the relevant dynamic fields in their profile. When someone changes a dynamic field, an arrow icon displays beside the field to indicate that a change has occurred. You can expand the arrow icons to see who made the change and when.

Contents

Edit dynamic field details

  1. Click Contacts > All Contacts.
  2. Locate and click the required contact.
  3. Click the Dynamic Fields tab.
  4. Click an Edit details icon.
  5. Select the appropriate options and enter text in the fields as required.
  6. Click Save.

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View the history of changes

The colour of the arrow icons indicates how old the change is. Click an arrow to see more information about who updated it last and when.

  • Green icon - The change is less than a week old.
  • Blue icon - The change is between a week and a month old.
  • Orange icon - The change is between one and three months old.
  • Greyicon - The change is over three months old.

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