The Organization Field Requirement & Visibility page allows you to specify which Organization fields are required for the different types of Organizations in the portal. To access the Organization Field Requirement & Visibility page, go to Settings > User & Organization Fields > Organization Field Requirement & Visibility.
The page is organized into three sections, each focused on a specific type of organization:
- Partner and Distributor Organizations: Represents the Organizations Partner and Distributor Users belong to.
- Deal Registration Customer/Prospect Account Organization: Refers to End User (Customer) Accounts associated with Deal Registrations.
- Internal Organization: Represents the Organizations Internal Users belong to.
Each section includes a table with columns that represent a different user interface or form view where the field may be displayed or edited by Users. You can specify whether the fields in each column should be required, editable, or hidden for that column's view or form by clicking the icon in each column to update the field status. Below are the three available field statuses:
- Required: A red asterisk (*) indicates a required field. Fields marked as "Required" must be filled out on that particular view or form.
- Editable: A pencil icon indicates the field is editable. Fields marked as "Editable" can be modified in that particular view or form.
- Hidden: An eye icon with a line through it indicates the field is hidden. Fields marked as "Hidden" will not be displayed to Users in that particular view or form.
Partner & Distributor Organization Fields
Scroll down the page to make adjustments to standard fields on the Customer/Prospect Account entity associated with Deal Registration and the Internal Organization entity.
Deal Registration Customer/Prospect Account and Internal Organization Fields
When finished, click "Save" to save your changes.