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
- Active Fields in BriteCore
- required-fields
- Complete New Contact dialog box for an individual
- Complete New Contact dialog box for an organization