Using Contact Fields in a Form
Contact Fields are questions that can be added to forms that use standard formats to capture contact information (for example, a phone number, street or email address). When Contact Fields are used in an form, Contact Card/s will be automatically created and stored in the Contact Directory.
Contact Types are used to identify the role/relationship of a contact in the application they are involved with. For example, if an organisation is applying for a grant, they will enter their organisation name in the application form. The form itself should be using the ‘Individual or Organisation Name’ format contact field that is set to the Applicant Contact Type.
The application form may also ask for a project contact, an individual, who the funder can contact if they need to follow up with regards to the application. In this case, the application should also use the ‘Individual or Organisation Name’ format contact field but for this field, the ‘Applicant Project Contact’ Contact Type is set.
Default Contact Fields & Categories
Contact Fields are broken into default categories. Default categories and fields cannot be edited or deleted, but an Administrator user can archive them if any are not needed in the account. The default categories and fields are:
Category
Field
Basic Fields
Name (Person’s name)
Organisation (Organisation’s name)
Department
Position
ABN (AU only)
Summary
Addresses
Primary Address
Office Address
Home Address
Postal Address
Other Address
Phone Numbers
Primary Phone
Office Phone
Home Phone
Mobile Phone
Other Phone
E-mail Addresses
Primary E-mail
Office E-mail
Personal E-mail
Other E-mail
Websites
Primary Website
Office Website
Personal Website
Other Website
Bank Account
Primary Bank Account
‘Name’ Field
Category | Field |
|---|---|
Basic Fields | Name (Person’s name) Organisation (Organisation’s name) Department Position ABN (AU only) Summary |
Addresses | Primary Address Office Address Home Address Postal Address Other Address |
Phone Numbers | Primary Phone Office Phone Home Phone Mobile Phone Other Phone |
E-mail Addresses | Primary E-mail Office E-mail Personal E-mail Other E-mail |
Websites | Primary Website Office Website Personal Website Other Website |
Bank Account | Primary Bank Account |
A name field could be an Individual or an Organisation. It is up to you to decide whether you give your applicants both options, or either one only. 
For example, if you are giving away a grant where it could be an Individual or an Organisation applying then you would have to give both options. When both options are allowed, a choice question is automatically included for the applicant to make a selection. If ‘Organisation’ is selected then the Individual Name field will be disabled, if the ‘Individual’ option is selected it will automatically disable the Organisation Name Field. You can only have 1 applicant on any application form.
Dependent on what option/s your applicants choose, you may have additional questions you might want them to complete dependent on their answer. For example, if the applicant selects they are an Organisation, you may then want them to complete a Contact Person Details set of fields. These details can be created in a different section and enabled via conditional logic if the Organisation option is selected.
To learn more on this, see Working with Conditional Logic.
Single Question contact details
Contact records are only created when a form that has used Contact Fields is submitted. If you wish to ask for contact information that you DO NOT WANT a contact directory record created for, then you can use the Individual or Organisation details option, under Single Questions, in the form editor. For example: You may ask for an authorised person or referee/s details on an application form but do not have a need for them to be added to the directory.