Key Fields are important user-defined fields and system fields that are highlighted on the Details tab for Contact List; Accounts; and Client Service cases; and on the Basic Information tab in campaigns; making them more readily accessible.
Use this procedure to view a list of Key Fields for an entry.
- In the Contact List; Accounts; or Client Service case; select the entry and open the Details tab.
– or –
Open the Campaign.
- From the Key Fields for drop-down list; select a Key Fields list.
- To show or hide the empty fields in the list; click the gear icon next to the drop-down list and select Show/Hide blank fields.