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Settings FAQ
How do I make my Custom Fields a default when I create a new Booking / Contact / Event / Account / Group?
How do I make my Custom Fields a default when I create a new Booking / Contact / Event / Account / Group?
Updated over a week ago

Objective:

  • Set fields as default for new Bookings

  • Set fields as default for new Contacts

  • Set fields as default for new Events

  • Set fields as default for new Accounts

  • Set fields as default for new Groups

Environment:

Event Temple Web App
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Procedure:

  1. Select Settings from the left-hand sidebar

  2. Select the Fields dropdown

  3. Click on Customize Fields

  4. Find the Field you wish to see on Booking/Event/Contact creation screen

  5. Check box in column under Show in Add New dialog

Additional Information:

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