Several fields display in the New Contact dialog box by default. You can choose to display or hide the following fields in the New Contact dialog box: SSN, Date of Birth, Phone Number, and Purchase Date.
To display or hide fields, navigate to Settings > Modules > Contacts, and then:
- Navigate to the Contact Pop-Up section.
- In the BriteCore column, check or uncheck the checkboxes next to SSN, Date of Birth, Phone Number, and Purchase Date to display or hide the fields.
- In the BriteQuote column, check or uncheck the checkboxes next to SSN, Date of Birth, Phone Number, and Purchase Date to display or hide the fields.
- Select Save.