How to customize Default Fields
Save time on data entry by displaying only the fields that are important to your team. Please note that when setting up default fields, all changes made will apply to everyone on your team.
Who can customize the view?
List Admins: You will have permission to customize the list specific fields for any lists you have administrative privileges for.
Organization (Global) Admins: You will have permission to change the global fields that appear under the tab 'General'.
How to customize default fields?
- Click on the menu bar in the top left and scroll down to Settings
- Select Default fields
You will have the option to customize which default fields show, their ordering, and which, if any, are required by your team. You can also preview how the selected fields will appear by simply selecting the different platforms (Web, Chrome Extension, and Mobile).
To select a list, click the hamburger icon on the top left of the left toolbar. You will get a dropdown of all lists you have administrative privileges for. If you are a global admin you will have the option to customize global fields under the 'General Fields' tab.
To select what fields will display, simply select the box to the left of the column names. Then drag and drop to reorder by clicking on the dots to the right of the field name.
You will notice that some fields are locked, these are the Affinity default fields and cannot be removed or reordered.
How to make Required Fields?
You can select which columns will be required by your team to fill out in order to create an entity or add it to a list (not retroactively, only starting from that point on). You will see a text box with two dropdown options to the right of each field:
- None: These fields will show as an option but will not be required to fill out in order to continue.
- Required: These fields will show as an option and be required to fill out in order to continue.
We will not enforce Required Fields for entities added/modified via:
- Data Imports
- Alliances Imports
- External API
- Auto-created organizations and people by Affinity
- Entities that already exist on a list
