Settings

Settings

Active fields

Contacts

Purpose

With the Contacts advanced setting active-fields, you can choose specific fields to display in the New Contact dialog box, so you can collect additional information on insureds.

Requirements

This setting requires a JSON object, where the name is a field and the value is true or false.

Ex: {“website”: false, “dba”: true}

Setting default

By default, the value of each field listed in the JSON object of the advanced setting active-fields is false and the fields don’t appear in the New Contact dialog box in BriteCore.

Change the default

To change the default, navigate to Settings > Advanced > and search active-fields. In the JSON object, change the field value from false to true. The field will appear in the New Contact dialog box in BriteCore.

Adoption considerations

The advanced setting active-fields doesn’t conflict with other settings.

The active-fields advanced setting is directly related to the Active Fields in BriteCore setting in Settings > Modules > Contacts. When you change the value of a field in the JSON object of active-fields from false to true, BriteCore automatically selects the checkbox that corresponds with that field in Active Fields in BriteCore. When you uncheck a selected checkbox in the Active Fields in BriteCore setting, BriteCore automatically changes the value of the corresponding field in the JSON object of the active-fields advanced setting from true to false.

Additional topics of interest