Customizing your contact database

webmaster — January 23, 2007

Anyone who maintains a contact database appreciates the importance of a well designed entry form with the exact information needed. Contact Manager™ default contact entry form includes a number of sections (e.g. Name, Phones, Business, etc.) and corresponding fields. Some fields are optional, as they may be unnecessary for some users. On the other hand, you might like to use additional fields to store information specific to your business. The solution is quite simple – field customization.

Contact Manager’s contact entry form is fully customizable – you can remove unnecessary fields or whole sections from the form, or create sections and fields tailored to your needs. Here are some examples:

Collecting subscribers
You want to place a Sign Up Form on your website to collect subscribers into your contact database. In most cases, this does not require too many fields – name and e-mail information are usually enough.

Employee records
Employee records can vary greatly from one business to another. If you intend to use contact entry form to enter employee information, your choices are unlimited. Add fields like “Date of Hire”, “Previous Employer”, etc. You can even create a section called “Contract” with fields “Contract Start Date”, “Contract Length”, “Annual Salary” and “Benefits” as shown in the picture below:

employee sample

How is field customization done?
The Contact Manager Constructor makes field customization easy. With just few clicks, you can delete unnecessary sections and fields or add new ones. New fields and sections can be placed anywhere in a form, or you can rearrange locations of existing ones. Furthermore, every field can be set as “optional” or “required” when entering data, and “unique” or “allowed to be duplicated”.

 edit custom field

You also have a choice of type of field – Text (e.g. First Name or Company Name), Date (e.g. Date of Birth), URL Address (Web Site), Numeric (Phone Number), etc. You can create a field of Image type – this field can be used to store recent photo or scanned copy of a document (driver license, passport, birth certificate, etc.). As an example of employee record described above, a “Contract Image” field can be added to store scanned copy of an employee contract.

Learn more: http://www.webasyst.net/contact-manager.htm

 

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