What is the difference between organization and contact custom fields?
Custom Fields for Contacts versus Organizations
A contact refers to an individual person who has an account in your Oracle Service Cloud database.
An organization refers to a group of associated contacts, such as a company, division, or department.
Organization custom fields allow you to add and define information related to an organization record. The information contained in organization fields apply to all contacts that are associated with that organization as opposed to information used with a single contact record. If you edit the organization information for a specific contact, the updated information displays for all other contacts who are associated with the same organization. This allows you to update common, organizational information quickly and easily.
For example, purchase dates, renewal dates, and products supported may be candidates as organization custom fields if the information is identical across all contacts for the specific group.
Contact custom fields can be set independently for your different contact records -- even if those contacts belong to the same organization.
To add an organization field, use the steps below:
- From the Configuration items, select Database > Custom Fields > Organization Custom Fields.
- On the ribbon click the New button to add a New Organizational Field.
- Enter the name of the field and select the type of field using the drop-down menu.
- Enter the requested information for the field type selected.
- Click Save.