e11 Help Desk Software Manual for customer support & service software
|
Modify Account Section Address Book Form allows you to manage the fields in the Add Account page by configuring its attributes.
To add an attribute in Modify Account Section Address Book Form:
1. Open View Configure Address Book page.
2. Click Show/Modify Account Section Address Book
to open Show/Modify Account Section
attributes page, as shown in the Figure 13-3-1. This page will show you the
attribute label, its field type and whether that attribute is required field or
searchable or both.
Note: You can view the Trash
in Show/Modify Account Section attributes
page, only if there are deleted attributes.

3. In the Show/Modify Account Section attributes page, click
.
4. To know more about adding an attribute, click here.
Note: These attributes will be added to the Add Account page and Show/ Modify Account Section attributes page.
To modify an attribute in Modify Account Section Address Book Form:
1. Open Show/Modify Account Section attributes page.
2. Click on the caption to be modified.
3. To know more about modifying an attribute, click here.
Note: You cannot modify the attribute type.
To delete an attribute in Modify Account Section Address Book Form:
1. Open Show/Modify Account Section attributes page.
2. To know more about deleting an attribute, click here.
Note: System Default fields cannot
be deleted. You identify a system default field by its
icon.
To recover an attribute in Modify Account Section Address Book Form:
1. Open Show/Modify Account Section attributes page.
2. To know more about recovering an attribute, click here.
Note: To disallow editing of the
selected attribute(s) in the Show/Modify Account Section attributes page,
select Display Only from the
drop-down menu, or select Allow Editing to
make the changes. To hide attribute(s) in the Add Account page, select Display Off from the
drop-down menu.
Tip: You can delete an attribute
permanently by clicking
in the Deleted Items View page. A
confirmation box pops-up. Click
to confirm deletion.
To
view the active attributes, click
.