Custom Fields are user-defined prompts/questions/ that are created to add custom data or information to further define Organizations, People, Orders and Jobs. There is a limit to the number of Custom Fields that you can create, you may have up to 6 custom fields for each area - Organization, Person, Order and Job.
1) Custom Fields: (Main Menu> Settings (1) > Custom Fields (2)> +Add New (3))
2) Create Custom Field:
- Prompt: Enter a descriptive name for the data you would like to receive.
- Entity: Assign this custom field to appear in, Organization, People, Orders or Jobs.
- Sequence: You can have up to (6) prompts each for each entity, the sequence will determine the order in which the custom fields will appear.
- Tooltip: Here you can create a Tooltip that your users can select for instructional data for this field.
- Character Limit: Use this field to set a character limit.
- Prompt Types: See below
- Text Field: Allow the user to enter in alphanumeric data.
- Drop Down: User defined alphanumeric data that will be selected from a drop down window.
- Radio Buttons: User defined alphanumeric data that will be selected using the appropriate Radio Button.
- Required: By selecting the required check box you will set the custom field to be a required field, and must be filled in by the user, in order to save.
- Defaults or Options: As shown above you have the ability to create a drop down list (8B), or a list of radio buttons (8C), leave blank when using the text option (8A).
Custom Fields location in Organizations
If you have questions or need help, please open a support ticket by selecting this link Aleyant Support