Field Properties relate to the information available to you on the dropdown menus, or multiple-selection lists of your eBoss database when setting/skilling up a new Candidate, Client or Contact record (e.g. when selecting Mr, Mrs, Miss, Dr, etc).

 

You can reach the Field Properties section of your eBoss database by:

  • Clicking Settings > Field Properties

 

You are able to customise the list of selections available for the following Fields:

  • Job Title
  • Industry
  • Temp or Perm
  • Salutation
  • Postcode Distance
  • Source
  • Skills 1
  • Skills 2
  • Skills 3

Viewing Field Properties

Clicking ‘Salutation’ for example will display a list of Salutations currently available for selection on your system (e.g. Mr, Mrs etc).

Add a Field Property

For example to make ‘Esq.’ available when setting up a new Candidate, Client or Contact record:

  • Click ‘Salutations’ to view the list of Salutations
  • Enter ‘Esq’ in the empty field at the top of the page
  • Click the Add button
  • Esq will now be available to assign as a Salutation.

Delete a Field Property

For example to delete ‘Esq.’ so it is no longer available when setting up a new Candidate, Client or Contact record:

  • Click ‘Salutations’ to view the list of Salutations
  • Click the Trash icon to the right of the Salutation you wish to remove
  • Esq will now be unavailable to assign as a Salutation.

Mass (or Bulk) Actions

You are also able to use the dropdown menu at the top of the list of Field properties to Delete, or mark as Active / Inactive:

  • Select the Fields Properties you wish to amend in bulk using the Checkboxes on the left
  • Select Active / Inactive / Delete from the drop down menu above the list
  • Click Apply

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