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New field - Custom

Find below a description of all the values that can be set for custom fields.

Main information fields

Field
Description
Primary key
Check box that lets you indicate whether the field is part of the primary key, that is if the value entered in this field is part of the contact unique identifier. Fields that are part of the primary key show the related  icon. If however the primary key is composed of only one field, this field will also be required flagged with the  icon.
For example, if you indicate that the EMail field is part of the primary key, each contact in the project will need to have a unique and distinct email address. Consequently, if two contacts having the same email address are imported into the project, only one of the two will be accepted, thus eliminating duplicates.
Code
Internal field name of 25 characters maximum. The field name can include letters (a-z), numbers (0-9) and/or underscores (_), BUT NOT BLANK SPACES. The code MUST start with a letter and end with a letter or number.
This code is only used within the application to identify the field and is never displayed in publications intended for contacts.
Label
Field name as it will display in the contact profile and in all publications sent to contacts. If more than one language is available in the project, it is recommended to provide a label for each language, otherwise the field label will be shown in the application default language.
Description
Description providing additional information about the field. The description is only used within the application.
Format
Format used to define the type of value that can be entered in the field. Any data that does not correspond to the specified format can cause an error and consequently prevent a contact from being imported.
Required
Check box used to indicate that the field is required when adding a new contact. When required, the field shows the related icon , that is .
A required field adds a rule that prevents a contact to be added to the database if this value is not provided. However, if a default value is defined for the required field, the system will be able to import the contact as a default value will automatically be applied if one is not provided. But the contact will not be added if the field is required but no default value is defined.
Length
Length of the field when the format of the field is Text - Fixed length.
Default
Default value to assign to a REQUIRED field when no value was provided, for example, when a contact has not responded to a mandatory question (usually marked with an asterisk ).
When a default value is defined for a required field, a contact can still be added if he has not provided a value.

Field format fields

Field Format
Options
Description
Text
Fixed length
The most common format used for fields where the value can include letters AND numbers.When this format is selected, you must also define the maximum length under the Length field.
Email address
Format used only to enter an email address. To be valid, the email address must conform to the standard syntax, such as UserName@domain.com.
Commonly used as the primary key for messages to be sent via .
Unlimited
Format used to add comment areas.
Number
Integer (1234)
Format that restrains the value to integer numbers, that is numbers with no sign or symbol such as commas, semi-colons, dollar signs, etc.
Decimal (12.34)
Format intended to enter numbers with 4 decimals maximum. Only the decimal point is accepted as a separator; the comma is not valid for this use in the application.
Date and time
 
Format used to enter a date and a time, under the following format: YYYYMMDD HH:MM:SS (2009.01.25 12:01:23 = January 25, 2009 at 1 minute and 23 seconds past noon).
Entering a time is not required; when the time is not specified, the value 00:00:00 is automatically added to the date.
This format is useful to hold a Date of birth for example, which can be used to send birthday cards to your contacts.
True/False
 
Format used for fields where the answer is True or False. When no answer is provided, the False value is applied by default.
This type of field can be useful to quickly create groups. For example, you might want to create a group of all contacts that have replied Yes to an invitation.

Input format fields

Field
Description
Type
Options
Choices
The type of input that is valid in the field, as well as the options or choices available, define the way the values will display in field, whether as a text box, a drop-down list, radio buttons or check boxes.             
Input type
Description
Textbox

(valid for all field formats, except for True/False fields)

Multiline (not checked) - Field containing a value shown as a text box on one single line. The number of characters that can be entered depends on the field length defined in the field parameters.
Multiline (checked) - Field containing a value shown as a text box on multiple lines. The number of characters that can be entered depends on the field length defined in the field parameters.
Drop down list

(valid for all field formats, except for Text -Email address fields)

Custom list - Field providing a choice of answers displayed as a drop-down list, where the values and labels are defined in the field edit window.
Custom table - Field providing a choice of answers displayed as a drop-down list, where the values and labels are generated from the values contained in a custom table.

NOTE - It can be a good idea to use a drop-down list or radio button format to define preset choices of values, instead of a freeform text box. Predefined values will help get better results when searching contacts or creating a group of contacts. For example, for the Sex field, it is recommanded to use a set of predefined values, such as Male, Female, Do not want to say, instead of freeform text box that could have multiple entries for the same value - Man, Woman, Male, Female, and any abbreviations thereof.
Radio button

(valid for all field formats, except for Text - Email address fields)

Custom list - Field providing a choice of answers presented as radio buttons, where the values and labels are defined in the field edit window.
Custom table - Field providing a choice of answers presented as radio buttons, where the values and labels are generated from the values contained in a custom table.

NOTE - It can be a good idea to use a drop-down list or radio button format to define preset choices of values, instead of a freeform text box. Predefined values will help get better results when searching contacts or creating a group of contacts. For example, for the Sex field, it is recommanded to use a set of predefined values, such as Male, Female, Do not want to say, instead of freeform text box that could have multiple entries for the same value - Man, Woman, Male, Female, and any abbreviations thereof.
Checkbox

(only valid for True/False fields)

Field that can provide multiple choices but where only one value can be selected by checking the corresponding box.

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