Gen 2

Settings

Gen 2

Settings

Establish active fields in BriteCore

With the Active Fields in BriteCore section, you can choose specific fields to display in the New Contact dialog box, the Role section of the contact’s Information tab, and the Policy Setup screen.

To establish active fields in BriteCore, navigate to Settings > Modules > Contacts.

  1. Navigate to the Active Fields in BriteCore section. You will see the following fields:
    • Risk ID Number
    • DBA
    • Date Business Started
    • Website
    • Name Aliases
    • Legal Entity (for individual records)
    • Legal Entity (for organization records)
  2. To display any of the fields in BriteCore, select the corresponding checkbox. To hide the fields, uncheck the corresponding checkbox.
  3. Select Save.

Usage considerations

If the field checkboxes are selected, the following will happen:

  • Risk ID Number will appear in the New Contact dialog box and the Roles section of a contact’s Information tab.
  • DBA will appear in the New Contact dialog box and the Roles section of a contact’s Information tab.
  • Date Business Started will appear on the New Contact dialog box and the Roles section of a contact’s Information tab.
  • Website will appear in the Policy Setup screen and the New Contact dialog box.
  • Name Aliases will appear in the individual contact’s Information tab. You can’t add Name Aliases for organization contacts.
  • Legal Entity Type (for individual records) will appear on the Policy Setup screen, the New Contact dialog box, and the Roles section of a contact’s Information tab.
  • Legal Entity Type (for organization records) will appear on the Policy Setup screen, the New Contact dialog box, and the Roles section of a contact’s Information tab.

The Active Fields in BriteCore section is directly related to the active-fields advanced setting. When you select the checkbox of one of the fields, BriteCore will automatically change the value of that field to true in the active-fields JSON object. If you change the value of a field in the JSON object of the active-fields advanced setting from true to false, BriteCore will automatically uncheck the checkbox that corresponds with the same field in the Active Fields in BriteCore section.