Summary
Use custom fields as informational guidelines when creating new accounts.
Key Points
Create various Field Types for the information you want to gather
Text for entering text
Drop-down list for selecting predetermined information
Yes/No to answer specific questions
Click the Settings gear icon in the upper-right corner
Under Company Setup, click Custom Fields
Click New Custom Field
Click the Customer class name (Work Order is not yet active)
Enter a name that will appear on the screen, instructions to the user is helpful
Select the field type: Text, Drop-down Select Box, Yes/No
Enter the options for this new field:
Notes
Text field will be blank
Drop-down Select Box needs a semicolon between each option
For example, How did you hear of us would have something like:
Friend; Google; Facebook; Yelp; Next Door; Flyer
Yes/No will be a single check box, a check in the box means yesIf this field is required in order to save the Customer or Work Order, click the Required box
Click Create Custom Field
Some common custom fields include:
Customer Since: Text
Call ahead Yes/No
Customer referred by: Text
How did you hear from us? Drop-down Select Box
Dog on site? Yes/No
And so forth...
Custom Fields appear at the bottom of new Customer Billing pages.
Tip Custom Fields appear in the customer's Billing page. They do not appear in the customer's Location page.
For more information about how to quantify these fields, see: Custom fields - how to export and analyze
November 2017