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Contact

Now that you have created your first webform as shown in Getting Started and have added some elements as shown in Basic Webform let us explore the elements of the CiviCRM configuration form in more detail.

Contact Fields

The first thing you will want to do is specify the number of contacts to include in your webform by using the dropdown list under the label Number of Contacts. This will result in a corresponding number of fieldsets for each contact.

alt screenshot of webform civicrm settings page

For each contact you will want to specify the Contact type, a label, and which Contact Fields appear in your webform.

The available contact types are: Individual, Household, and Organization.

Contact type determines which Contact Fields are available for inclusion in your webform. For example, a Job Title field is available for a contact that is an Individual, but is not available for a contact that is a Household or an Organization. An overview of contact types can be found at Contacts

Existing Contact

This is available for the Individual, Household, and Organization contact types.

Name Prefix

This field is available for the Individual contact type and results in a drop-down list for your webform.

Information about Name Prefix can be found at Individual Fields, including how to add and remove values from the dropdown list.

First Name

This text field is available for the Individual contact type and is one of the core fields associated with an Individual contact record.

Middle Name

This text field is available for the Individual contact type.

Last Name

This text field is available for the Individual contact type and is one of the core fields associated with each Individual contact record.

Name Suffix

This field is available for the Individual contact type and results in a drop-down list for your webform.

If you can't find the value you want, you can add more options to the list from Administer > Customize Data and Screens > Dropdown Options > Individual Suffixes (Jr., Sr...).

Nickname

This text field is available for the Individual and Organization contact types.

Gender

This field is available for the Individual contact type and results in a drop-down list for your webform.

If you can't find the value you want, you can add more options to the list from Administer > Customize Data and Screens > Dropdown Options > Gender Options.

Job Title

This text field is available for the Individual contact type.

Birth Date

This field is available for the Individual contact type and results in a date-picker for your webform.

Preferred Communication Method(s)

This field is available for the Individual, Household, and Organization contact types.

Privacy Preferences

This is available for the Individual, Household, and Organization contact types.

Preferred Language

This is available for the Individual, Household, and Organization contact types.

Contact ID

This is available for the Individual, Household, and Organization contact types.

User ID

This is available for the Individual, Household, and Organization contact types.

External ID

This is available for the Individual, Household, and Organization contact types.

Source

This is available for the Individual, Household, and Organization contact types.

Checksum

This is available for the Individual, Household, and Organization contact types.

Current Employer

This is available for the Individual contact type.

Is Deceased

This is available for the Individual contact type.

Deceased Date

This is available for the Individual contact type.

Existing Contact

This is available for the Household contact type.

Household Name

This is available for the Household contact type.

Organization Name

This text field is available for the Organization contact type and is one of the core fields associated with an Organization contact record.

This is available for the Organization contact type.

SIC Code

This is available for the Organization contact type.

Matching Rule

Enable Tags and Group Fields

etc..