Passport365 Nexus allows users to create custom fields that can be attached to jobs, customers or quotes. You can also attach these fields to a template and set a default value.
These can be free text, dropdown menus, date/time or text with suffix fields.
To set up a new custom field, navigate to the 'Control Panel' sub-menu by selecting 'Control Panel' and then the 'Work' tab.
Selecting the 'Add New' button, you will be presented with a pop-up window in which you can define the characteristics and settings of your custom field.
When Applying to sections this will prompt further tick box questions to fill in within the Display Options below.
Selecting 'Create Field' will update the system and make this change global.
Editing and deactivating custom fields
You may wish to edit or temporarily deactivate a custom field and you can easily do so by returning to the Custom Fields section and selecting the field you wish to edit.
At the bottom of each definition of a field is a tick box marked, 'Active'.
By deselecting this tick box, your custom field remains defined but is just not active in the system.
Once again, selecting 'Create Field' will update any changes you make.