👤 Contact Fields
The Contact Fields section lets you customize the data structure for managing your leads and customers in Tenziv. You can control what information is shown when creating, viewing, or editing a contact, ensuring your team captures the right details every time.
Field customization is available in four key views:
📝 Detail Fields
Displayed when viewing a Contact Record.
-
Includes essential and custom information like Name, Email, Phone Number, Position, Linked Company, etc.
-
Offers a full overview of each contact’s details and status.
🔧 Click Manage Fields to add, edit, or reorder these fields for better visibility.
➕ Creation Fields
Shown when a user is adding a new contact.
-
Define which fields are shown and which are required.
-
Keep forms clean and focused to ensure consistent data entry.
🔧 Click Manage Fields to configure the contact creation form.
✏️ Edit Fields
Available when editing or previewing a contact record.
-
Lets your team update or add details after the contact has been created.
-
Ideal for internal notes, status changes, or additional segmentation.
🔧 Click Manage Fields to customize this view.
📃 List Fields
Controls which fields appear in the Contacts List View (the full contact table).
To customize:
-
Navigate to the Contacts section.
-
Click the list settings icon in the navigation bar.
-
Select or reorder the columns you want displayed.