Settings

Settings

Set up New Contact dialog box fields

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:

  1. Navigate to the Contact Pop-Up section.
  2. 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.
  3. 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.
  4. Select Save.

Additional information