Customize Fields on the Add Contact to Program Action

Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.

Customize Add Contact to Program

Add people to Programs using the Add Contact to Program button on a Contact detail page.

To customize the fields that display when you click the Add Contact to Program button:

  1. Click Setup gear icon, then click Setup.

  2. Click the Object Manager tab.

  3. In the list of objects, click Contact.

  4. Click Buttons, Links, and Actions.

  5. Click Add Contact to Program.

  6. Click Edit Layout.

  7. Configure fields as needed.

  8. Click Save.