Contacts Setup is an Advanced tool and requires Org Admin privileges.
The Contacts Setup Advanced tool is used to edit the contact template used by the contacts for a Filevine Org. These contacts are linked to a project via a contact card (or person field), which can be added to a project in the Customs Editor. Customizable contact cards allow users to include exactly the information they want. Any changes that you make in Contacts Setup will require that you refresh your web browser page to see the changes go live in the contact you are viewing. Learn more about how contacts will look in a project.
Navigate to Contacts Setup by selecting the main menu in the top left corner, clicking on “Advanced,” and then selecting “Contacts Setup” from the lefthand menu. The Contacts Setup tool has two tabs: Contact Template and Types & Labels.
The Contact Template tab shows all tabs that will be included in the contact cards. If you have not yet set up any contacts, you will see two tabs: “Contact Info,” which includes basic contact information like name, address, and contact information, and “Associated Projects,” which will list all projects that this contact is associated with. These two tabs are built-in and cannot be edited.
Aside from the contact info and associated projects tabs, the contact card is customizable. To customize your contacts, you will add tabs, define groups of fields, and then add the fields. Fields can be visible in all or just some of the contact types.
While the contact info tab and its fields are built-in, additional custom tabs can be added. These tabs will include customized groups of fields.
To add a new tab, click on the plus to the right of the already existing tabs. Enter the desired tab name and select an icon, then click create.
Add Field Groups
Once you’ve added a custom tab, you can add fill it by adding field groups and then fields. All fields will be part of a field group. Field groups help you organize and position the fields in a custom tab. The field group title will appear as a subheader above its fields.
Add a field group by clicking into a custom tab and clicking on the “Add Field Group” box.
In the “Add a New Field Group” module, you have the option to enter a name for the field group, and choose the width and border options. Each field group can take one-third, half, two-thirds, or all of the width of the contact card, meaning that multiple field groups will be able to be placed next to each other in the tab. You are also able to choose to include a border around the field group, as shown below.
The width and border options for a field group can be adjusted at any time by clicking on the field group. Groups can also be moved around within a tab by clicking and dragging the move icon.
Once you have added a field group in a custom tab, you can then add custom fields by clicking the “Add Field” box within a field group box. After creation, fields can be moved within their field group by clicking and dragging.
In the opened module, select your field type. Your selection will depend on how you intend to use the field. If you want a field that can only take currency, for example, you would choose the “Currency” field. For guidance choosing the correct field type for your use, read What Field Type Should I Use?
- Structural: Header, Instructions
- Text: One Line, Multi-line, Multi-line Large, Text List, URL, URL List
- Numbers: Integer, Decimal, Currency, Percent
- Links: Link Button, Contact, Contact List, Document, Document List
- Toggles: Yes/No, Checkbox, Switch
- Selectors: Dropdown, Multiple-choice, Multi-select List
- Special: Comments, Date
Once you have selected your field type, you will then be asked to enter a unique field prompt, which will appear above or before the field in the contact. The field selector will fill in automatically.
You will have the option of changing the field width. The field width is relative to the field group width, and is also dependent on screen size. For example, two half-width fields will appear side-by-side in a full-width field group, but will be stacked in a half-width field group. If you are viewing a contact on a mobile device, all fields will be stacked no matter the width. You can also add placeholder text (depending on the type of field) that will display inside the field, or add help text, which will appear in a popup when an information icon next to the field prompt is clicked.
If you have multiple contact types, you will have the option to choose to make the field visible for some by not all contact types. Read the section below to learn how.
If you add more than one contact type, you have the option to make each field visible for all, none, or some of the contact types. The visibility of fields can be changed by clicking on a field to open the field-editing modal. The visibility of fields, groups, and tabs can also be adjusted quickly for individual contact types by using the Visibility Editor.
By default, a field will be visible for all contact types. If you select none, the field will be hidden from all contacts of any type, even if there is data present in the field. Read the next section to learn more about adding contact types.
To make the field visible only for some of the contact types, in the create/edit field module, select “Custom” and enter the name of the desired contact types. Once a contact type has been added, it will appear as a tag beneath this section. You may add as many contact types under the custom option as you like.
When specifying field visibility, remember that any field marked “All” will be added automatically to any new contact types you create. If the field is marked “Custom” the field will need to be added to any new contact type it should be visible for.
Preview by Contact Types
You can preview how a contact type or multiple chosen contact types will look in-project by selecting the “Preview by Contact Types” dropdown at the top of the contact card and checking the box next to one or more contact types.
For example, if you chose the “Attorney” contact type, only the fields marked as visible for the attorney contact type will show in the contact card. If you choose both “Attorney” and “Court,” you will be able to see all fields that are marked as visible for either or both of the contact types. To clear all selected types, click on the “X” next to the dropdown.
Previewing by contact types allows you to see the way that a contact card will look in-project. Tabs, groups, and fields can be edited in this view, making it easy to adjust how fields fit together and how the contact card will look. If a field is added in this view, the field visibility will automatically be set to only the contacts types being previewed, though this can be changed.
You can also select the option “Preview Data” in the top right corner of the contact card. This option will add data to the fields, including adding sample text to any text fields. This option is useful for getting a sense of how a contact card will look filled out.
The visibility editor makes changing the visibility of many fields at once easy. It allows you to toggle the visibility on or off for fields, groups, and even entire tabs.
Click on the “Visibility Editor” in the toggle along the top of the Contacts Setup tool. Select a contact type from the dropdown menu. Choose a selection mode, which will allow you to select by field, by group, or by tab. The default selection mode is for fields.
Once you’ve chosen a contact type, the category you’ve selected (fields, group, or tabs) that are visible for that contact type will be highlighted in green. Click on the highlighted category to toggle the visibility of the field, group, or tab on or off. Make sure to save the changes you’ve made.
Types & Labels
In the types and labels tab, users can add, edit, or remove contact types and labels for phone, address, and email.
Users are able to add additional contact types by clicking on the green plus button in the “Contact Types” section.
Clicking the button will open a text field. Enter the desired name of the new contact type and select “DOB” if you would like the date of birth to be visible when this contact type is selected. The names of existing contact types can be edited at any time by clicking on the text field.
Contact types can be removed by selecting the red “X” icon to the right of the contact type name. If a contact type is removed, it will remain active for any contacts of that type already existing in a project.
Once you have created a new contact type, any fields marked "all" in their visibility will be included in the type. Any other fields can be added to the new contact type by entering the name of the new contact type in the custom visibility option for the field. Read more about making fields visible for different contact types.
Contact types can be removed by clicking the red trashcan icon to the right of the contact type in the list. If a contact type is not being used in any existing contacts, it will be deleted. If it is being used in current contacts, the contact type will be marked obsolete instead.
An obsolete contact type will still be active for any contacts of that type, but will not be available for any new contacts, and will not be shown in the contact types list in setup unless the “Include Obsolete” option is checked. An obsolete contact type can be added back by selecting “Include Obsolete” on the contact types list in setup and clicking on the green trashcan icon to the right of the obsolete contact type.
Labels like “work” and “home” can be added to the address, the phone number, and the email fields by clicking on the green plus button next to Phone/Email/Address Labels. You can also select an icon for each of these labels, making them easier to identify. Labels can be edited or removed at any time. When labels are edited, they will be updated anywhere they are currently being used. When labels are deleted, they will remain in any contact where they are currently being used, but will no longer exist as an option to add.
Labels will appear in the project contact as a list of dropdown options next to the contact info field that the user can choose from.