Understanding System Contact Fields

System contact fields are standard, preconfigured fields provided by BoldSales that define how core contact information is stored and managed across the system. These fields ensure consistent data capture while allowing you to control visibility in the create form, mark key fields as mandatory, and reorder fields for a more efficient contact creation and management experience.

Note for non-admin users: If you don’t have access to view Manage module and fields for Contacts, contact your BoldSales administrator to request the required permission.

Note for administrators: For managing permissions, refer to Managing User Permissions (Permission Set).

Accessing system contact fields

Go to Setup > Modules and Fields > Contacts from the left sidebar.
Alternatively, use the search bar in Setup, type Contacts, and select it from the results.

System contact fields

Below are the available system contact fields.

First name

The given name of the contact.

Last name

The surname of the contact.

Email addresses

Represents the contact’s email addresses, including business, personal, and other email types.

Mandatory field behavior

In the system contact fields, at least one of the following fields must be marked as mandatory at all times:

First name
Last name
Email addresses

By default, the Email addresses field is marked as mandatory. You can change the default configuration based on your requirements by selecting any one of the fields; First name, Last name, or Email addresses as mandatory and setting the remaining fields as optional.

The system ensures that a primary contact identifier is always required when creating a contact. Additionally, you can mark multiple fields as mandatory to meet specific business needs.

Phone numbers

Stores the contact’s phone numbers, including business, personal, and additional numbers.

Companies

Represents the company associated with the contact record. This connection provides context and allows easy access to related information such as company details and history.

Owner

Identifies the user responsible for managing the contact record. Assigning an owner ensures accountability and clarity.

Description

Provides additional details or context about the contact record. This can include background information, client requirements, or any notes that help in managing the opportunity effectively.

Lifecycle stage

Indicates the current stage of the contact record (Lead, Sales qualified lead, Customer, etc.). Lifecycle stages represent the progress of a contact and are essential for tracking and managing the sales cycle effectively. The available options can be customized to align with business requirements.

To customize the lifecycle stage options, click the field name and navigate to the Options section, then click Edit. From here, you can:

Reorder using this action to change how the options appear during selection.
Set a primary option by clicking this round empty icon next to an option. The primary option is selected by default when creating a new contact.
Set options as inactive from this icon making them unavailable for selection while preserving existing records that use those values.

Note: The primary lifecycle stage cannot be set as inactive.

Delete options that are no longer required using this icon.
Add new options individually or use Add multiple options to include several values at once.

After making the required changes, click Save button . The updated options will be available when adding or updating contact details.

Street

The street address of the contact.

City

The city where the contact is located.

State

The state or province of the contact.

Country

The country where the contact is located.

Postal code

The ZIP or postal code associated with the contact’s address.

Latest source

Shows the most recent source through which the contact was acquired, such as Referral, Website, Organic Search, or Call. This field helps evaluate the effectiveness of different lead generation channels. The available options can be customized to suit business needs.

To customize the source options, click the field name and navigate to the Options section, then click Edit. From here, you can:

Reorder options using this icon to control how the sources are displayed during selection.
Set options as inactive from this icon making them unavailable for selection while retaining the value for existing contacts.
Delete options that are no longer required using this icon.
Add new options individually or use Add multiple options to add several sources at once.

After completing the changes, click Save button . The updated options will be available when adding or updating contact details.

Latest source date

The date on which the most recent source was recorded.

Original source

Indicates the original channel through which the contact record was created, such as Organic Search, Email, Call, Referral, Trade Show, Social Media, or Webinar. This field helps assess long-term marketing performance by identifying the initial source that brought the contact into the system. The available options can be customized to suit business needs.

To customize the original source options, click the field name and navigate to the Options section, then click Edit. From here, you can:

Reorder options using the action to change the display order of the sources during selection.
Set options as inactive using which removes them from the selection list while retaining the value for existing contact records.
Delete options that are no longer required using this icon.
Add new options individually using Add option or add multiple values at once using Add multiple options.

After making the necessary changes, click Save button . The updated options will be available when adding or updating contact details.

Job title

The professional role or designation of the contact.

Salutation

The prefix used when addressing the contact.

Date of birth

The contact’s date of birth.

X (formerly Twitter)

The contact’s official Twitter handle for social media engagement.

Facebook

The link to the contact’s official Facebook page.

The link to the contact’s LinkedIn profile.

Do not email

Prevents emails from being sent to the contact when enabled, ensuring communication preferences are respected.

Do not call

Indicates a restriction on calling the contact. When enabled, it serves as an informational flag only and does not affect call logging in BoldSales.

The following image shows some of the available system contact fields.

Though system fields cannot be deleted or have their field type changed, you can modify aspects such as visibility, mandatory status, dynamic behavior, and field order. For more details, see Customizing contact fields.

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