Project Wizard Step 4b–Address Book Fields

The Address Book fields created by the Wizard are displayed in the dialog box. They are based on the project template you selected. They re displayed in the Contact Information section of the Create Issue form and in the Address Book. In this step, you can re-order or delete the fields. If you would like to make additional changes to these fields, select Administration | Address Book | Field Maintenance from the FootPrints Toolbar after completing the Wizard.

Note

When creating additional projects with the wizard, the full Field Maintenance dialog is available for adding and changing fields.

To re-order the fields:

1. Select a field in the dialog box (it will be highlighted in blue).
2. Use the Up and Down arrow buttons to move a field up and down in the list.
3. Continue to re-order the fields are desired. This is the order in which they are displayed in the Address Book.

To delete a field:

1. Select the field in the dialog box (it will be highlighted in blue).
2. Click Delete.  The field is removed from the dialog and is no longer included in the Address Book.

The Address Book also contains two additional properties:

• Primary Key—The Primary Key is a unique identifier for each Contact in your Address Book. If the Customer Self-service feature is used, it is the ID that Customers use to log into FootPrints, along with a password. This field should be both present and unique to all Contacts. User ID is the recommended field, and also the default value for all templates.
• Organizational Field—The Organizational Field is used to organize Contacts in the Address Book.  Examples include Department, Business Unit, or Company.  It is an optional property.  If one is selected, the Contacts in the Address Book are grouped by the field.
• Master Contact Record—Check here to enable the Master Contact Record feature.

When you have finished making any changes desired to the Address Book fields, click Next.