---
title: "Modifying Contact Profile Sections & Fields"
slug: "modifying-contact-profile-sections-fields"
updated: 2025-07-11T16:51:40Z
published: 2025-07-11T16:51:40Z
canonical: "docs.foundationhub.com/modifying-contact-profile-sections-fields"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Modifying Contact Profile Sections & Fields

All the **Contact Profiles’** (**Grantees**, **Interested Parties** and **Vendors**) sections & fields can be modified using the **App Manager**. This allows you to rename/reorder specific sections, fields in specific Forms and create custom sections/fields as needed.

**Note**: The changes made using these functionalities affect all Users / Roles. So, they should only be managed by your system administrator or a FidTech personnel.

To access the **App Manager**, on the top-right corner, click on **Options** > **App Manager**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/1. mcf - main - 1.png)

In the **App Manager** page’s left pane, under **Contact Profiles**, there exists **Contact Sections**, **Contact Fields** and **Custom Fields**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - sec - 2.png)

### Contact Sections

Using this tab, you can add a new Section or edit a currently existing one for both **Individual** and **Organization** type contact profiles.

1. **Select the Contact Profile and the Profile Type**:

Use the dropdown field to choose the contact profile you want to edit: **Grantee**, **Interested Party**, or **Vendor**.

Click on the **Individual** or **Organization** tab to specify the type of contact profile you want to edit for the above selected category.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - sec - 3.png)

After performing the above selections, you can do the following actions:

**a. Add a new Section:**

A new section can be added to the contact profile by clicking the “**Add Section**” button on the bottom-right corner of the page.

Clicking this button opens a dialog box using which you can select from a list of available sections that you can add.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/2. mcf - sections - 1.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - sec - 5.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-4NQZEBTA.png)

After clicking the “**Save**” button, if you navigate to the **Contact Profile** type that you edited, you can see the new section.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-BC7RWF4N.png)

**b. Reorder the Sections**:

The order of the section can be modified by hovering on the hamburger-icon for each section in the listing and using the drag and drop to reorder them as needed.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-SO3MPZC3.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-OPR3OODV.png)

After clicking the “**Save Section Order**” button, if you navigate to the **Contact Profile** type that you edited, you can see that the sections have been reordered.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-IAPYK19F.png)

**c. Rename a Section:**

The display name of a section can be changed using the pencil icon for that particular section in the listing.

Clicking on it opens a dialog box where you can rename the section.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-FBSY1SLO.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-I6NE91G5.png)

After clicking the “**Save Section Order**” button, if you navigate to the **Contact Profile** type that you edited, you can see that the section has been renamed.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-DCO0XJAL.png)

**d. Remove a Section**:

A section can be removed from the contact profile’s page using the Trash icon for that particular section in the listing. Clicking on it opens a dialog box which asks for final confirmation before removal. Removing a section only removes the section from view but does not delete any previously existing data.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - sec - 9(1).png)

After clicking the “**Save**” button, if you navigate to the **Contact Profile** type that you edited, you can see that the section has been removed. If you remove a section, you can always add it back later.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-SL5JQ09K.png)

### Contact Fields

Using this tab, you can add a new field or edit a currently existing one for both **Individual** and **Organization** type **Sections**.

1. **Select the Contact Profile and the Profile Type**:

Use the dropdown field to choose the contact profile you want to edit: **Grantee**, **Interested Party**, or **Vendor**.

Click on the **Individual** or **Organization** tab to specify the type of contact profile you want to edit for the above selected category.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - field - 1(2).png)

After performing the above selections, you can do the following actions:

**a. Add a new Field**:

A new Field can be added to the section by clicking the “**Add Field**” button on the bottom-right corner. Clicking this button opens a dialog box using which you can select from a list of available fields.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - field - 2(2).png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-H8ZP8807.png)

After clicking the “**Save**” button, if you navigate to the **Contact Profile** type that you edited, you can see that the new field has been added.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-HFKAGFX6.png)

**b. Reorder the Fields**:

The order of the fields on the section can be modified by hovering over the field and using drag and drop to reorder them as needed.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-NPCZ98LZ.png)

After clicking the “**Save**” button, if you navigate to the **Contact Profile** type that you edited, you can see that the fields have been reordered.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-8TUOEELN.png)

**c. Rename a Field and Add/Remove Field Functionalities**:

The display name of a field can be changed using the pencil icon for that particular field on the listing.

Clicking on it opens a dialog box where you can rename the field or make it **Required**, **Disabled** or **Permanent**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - field - 4(1).png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-QL7W7HXY.png)

After clicking the “**Save**” button, if you navigate to the **Contact Profile** type that you edited, you can see that the fields have been edited.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-W6CA62C6.png)

**d. Expand/Reduce the Field’s size**:

The field’s size on a section can be expanded or reduced using the small arrow button on the bottom right for each field. Clicking on it allows you to drag and expand/reduce its size as needed.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - field - 6.png)

After clicking the “**Save**” button, if you navigate to the **Contact Profile** type that you edited, you can see that the field has been resized.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-WQTGO9F4.png)

**e. Remove a Field**:

A field can be removed from the section using the X icon for that particular field in the listing. Clicking on it simply removes the field from the Form. If you remove a Field, you can always add it back later.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-I9PFOQJZ.png)

After clicking the “**Save**” button, if you navigate to the **Contact Profile** type that you edited, you can see that the field has been removed.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-YBDSXN6D.png)

**f. Reset any Changes**:

Any changes made by following the processes above can be reset by clicking on the vertical ellipsis icon on the bottom-right corner of the page, and then clicking the “**Reset**“ button. You can also view the **Audit History** of the fields.

**Note**: **Reset** can only be performed if you haven’t clicked the “**Save**” button that appears after making any changes to the Form.

Click on “**Save**” to save your changes.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/x. CPF - mod sec fields - field - 8.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-JT1YSM08.png)

### Custom Fields

Using this tab will allow you to create and manage custom fields.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-K7RF9HMZ.png)

Data types that are supported for these fields are:

- **Boolean**: This is a toggle field.
- **Date**: This is a date field and will include a date picker / calendar.
- **Int**: This is a number field.
- **Money**: This is a numeric field formatted as currency.
- **String**: This is a free text field. This field type also includes options to make the field a single-select dropdown as well as a multi-select dropdown.
- **Text:** This is also a free text field, but this field type should include a minimum of two rows on the screen and will expand as you type text that exceeds the original two rows.

The actions available here are:

1. **Add a new Custom Field**:

A new custom field can be added by clicking the “**New Custom Field**” button on the bottom-right corner. Clicking this button gives you options to enter the field’s details, select its **Data Type**, and make it **active/inactive**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-SZZF25O3.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-KIE3LPD4.png)

If the field has **Data Type** as ‘**string**’, then it gives you additional options to make the field a **Dropdown** as well as making the dropdown a **multi-select**.

If you make the field a dropdown, **Display Value** field becomes available to enter the values for the dropdown and make those values active/inactive.

After ensuring all the fields are **Active,** click “**Save**” to save the custom field, after which it should appear on the **Custom Fields** table.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-9GFAYJQH.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-MDA5QBK2.png)

**Note**: If you mark the field as required, the field must be populated when editing the profile or the user will receive an error.

1. **Edit a Custom Field**:

To edit a custom field, click on the custom field that you want to edit from the table. Clicking on it gives you the options to edit the **Field Description** and make it **active/inactive** or more options depending on the field type.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-GBBR4BXX.png)

Click “**Save**” to save any changes made to the custom field.

1. **Add Custom Fields to a Contact Profile:**

Custom fields can be added to any of the Contact Profile’s **Sections** as well as their **Summary** side pane.

To add the new fields to a profile, select “**Contact Fields**” from the left-hand pane and choose the section that you would like to add the fields to.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-P1162WXO.png)

A new Field can be added to the Section by clicking the “**Add Field**” button on the bottom-right corner. Clicking this button opens a dialog box using which you can select your custom field from a list of available fields.

The selected custom field should appear on the bottom of the Section.

Click “**Save**” to save the newly added custom field to the Section.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-WANKX2BC.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-RGFGZMJ1.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-1STNTWU9.png)

The custom fields can be moved anywhere you like within the section by simply hovering over them and using the drag and drop feature.

You can also add a header field and separate your custom fields from the other fields in the section.

Simply, click the “**Add Field**” button and select field ‘**Heading 5**’.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-B3VIWMTK.png)

Use the drag and drop feature to place the field where needed and the pencil icon on the field to change its name.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-SFOOG780.png)

Drag and drop the heading field where needed to create a separation between fields.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-KZ01HS7Q.png)

Here are the two new custom fields, ‘**Communication Preference**’ and ‘**Email Verified?**’ and ‘**My Custom Fields**’ header field that were added to the **Interested Party Detail** section:

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-8XZ68TT4.png)