Custom Fields

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 can have up to six custom fields for each area (Organization, Person, Order, Job). 

Custom Fields (Settings > Custom Fields > +Add New)

Fig. 1

Add Custom Field

Fig. 2

1. Prompt: Enter a descriptive name for the data you want to receive. 
2. Entity: Assign this custom field to appear in Organization, People, Orders or Jobs.
3. Sequence: You can have up to six (6) prompts each for each entity; the sequence determines the order in which the custom fields will appear. 
4. Tooltip: Create a Tooltip that your users can select for instructional data for this field.
5. Character Limit: Use this field to set a character limit.
6. Prompt Types: See below
   • Text Field: Allow the user to enter 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.
7. 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.
8. Defaults or Options: As shown above you have the ability to create a drop-down list, a list of radio buttons, or leave blank when using the text option.