ShareFile

View contacts custom fields as an employee user

May 18, 2026

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ShareFile Employee users

Assigned team members can select Edit columns to customize their contact view by selecting which custom fields to display.

Edit columns

They can easily show or hide fields by checking or unchecking them according to their preferences. Click Apply to implement changes.

Custom fields Contact

Assigned team members can click the three dot menu beside a contact for additional options and choose Edit contact to open up personal information about a specific contact.

Edit Contact

When the Personal information drawer opens, the assigned team members can edit personal information about the user and edit any of the client-specific details that have been enabled on their account by administrators. Click Save to implement the changes.

Edit Contact

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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View contacts custom fields as an employee user

May 18, 2026

Contributed by:

May 18, 2026

Contributed by:

View contacts custom fields as an employee user

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