1. Implementation Reference
  2. Enable Do Not Contact Fields for Custom Layouts

Enable Do Not Contact Fields for Custom Layouts

By default, the standard Contacts page shows three Do-Not-Contact fields: Do Not Call, Do Not Email, and Do Not Mail. Users of the Oracle add-in can set communication preference of their contacts using these fields.

However, for custom layouts, these fields aren't enabled by default.

Here are the steps to enable these fields on your custom layouts:

  1. From the sandbox of your sales application, open the CX Microsoft 365 Designer (Sales application > Application Composer > Productivity Applications Setup > CX Microsoft 365 Designer).

  2. From the menu (hamburger icon), open your custom layout for Contacts.

  3. From the Available Fields, drag-and-drop the Do Not Call, Do Not Email, and Do Not Mail fields. You have one more field called 'Do Not Contact'. If users want to indicate that a contact doesn't want to be communicated by any mode, they can turn on just this one. To the custom layout, you can add this field as well.

  4. Save your changes and publish.