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
From the Top of the Navigation Menu, click Settings. (gear icon)
2. From the Settings Menu, under the heading Company Setup, click on Custom Fields
3. In the upper right corner of your screen, click New Custom Field
4. Click the Customer class name (Work Order is not active yet)
5. Enter a name for the field — this is what shows up on the screen. Adding instructions for the user is helpful.
6. Pick the field type: Text, Drop-down Select Box, or Yes/No
7. Enter the options for the field (see below), If the field must be filled in before the customer can be saved, check the Required box
8. Click Create Custom Field
Setting Up Each Field Type
Text - Leave the options blank. The user just types in their answer.
Drop-down Select Box: Enter your options, separated by semicolons. For example, a "How did you hear of us?" field would look like:
Friend, Google, Facebook, Yelp, Next Door, FlyerYes/No - This is a single checkbox. A check in the box means yes.
Common Custom Fields
Here are some examples to get you started:
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
Where Custom Fields Appear
Custom Fields show up at the bottom of the customer's Billing page.
Tip: Custom Fields appear only on the customer's Billing page — they do not appear on the customer's Location page.
For more information about how to quantify these fields, see: Custom fields - how to export and analyze
Need more help? Reach out to Fieldwork support, and we will be happy to walk you through these settings.