How to Set Up Custom References
The Custom References feature allows Admins to add custom fields specific to their business, enabling organization-wide customizations. These fields help capture important details unique to your operations.
Custom References can be set up in several formats, including:
Text
Multiple Selection
Checkbox
Date
These references can be applied at different levels across your organization:
Load Level
Stop Level
Load Board Level
Setting Up Custom References
Follow these steps to configure Custom References:
Navigate to Settings
Go to the Settings section under the Management tab.
Select Custom References
In the Settings menu, select Custom References to begin creating your fields.
Name the Reference
We suggest naming your Custom Reference something easily identifiable by the Alvys users in your organization (i.e. Load Locks & Straps Required)
Choose the Field Type
Text, Multiple Selection, Checkbox or Date
Choose the Level
Select where you want your custom references to appear:
Load Level: You can create up to 3 custom references. These same 3 references will appear as custom columns on the Load Board.
The 3 custom load references you set up at the Load Level will be mirrored as custom reference columns on the Load Board.
Stop Level: You can create an unlimited number of custom references for stops.
Save Your Reference
After configuring your custom reference, click Save to apply it.
Managing Custom References
Edit or Remove: You can return to the Custom References settings anytime to modify or remove fields.
Custom Fields Limitations: For stops, you can create unlimited custom fields. For loads, you can only create up to 3 custom references, which will appear as custom column options on the Load Board.