Define Custom Fields

You can define custom fields to capture and store data that is not already being captured by the system. Custom fields are versatile and can be customized to capture dates, times, numeric values, phone numbers, or text using drop-down lists, radio buttons, and text-entry fields.

To define a custom field, complete the following steps:

1. Go to Our Company > Custom Fields.
2. The Custom Fields screen opens.
2. In the Domain drop-down list, select the domain within which you want to create a custom field. Options include:
   • Billing Account
   • Contact
   • Customer
   • Organization
   • PMRM
   • Product
   • Provider
   • Stock Location
   • User
   • Work Order
   • Work Zone
3. Click the Add New button.
4. The Add Custom Field Description screen opens.
4. Enter a name for your custom field.
5. In the Type field, select one of the data types in the list.
6. Tip:  If you choose Free-form text, a Length drop-down list appears, requiring you to choose the maximum number of characters you want to allow in the custom field.
6. If you want your users to be able to choose from a drop-down list, add your list items in the Available Choices area.
   1. Type the name of the list option in the Add Option field, and click Add. Your entry must agree with the Type you chose, so for example, you must enter a number if you have selected a Numeric type.
   2. Repeat the step above until you have fully populated your drop-down list.

   If you chose Date as your type, a calendar icon appears to the right of the Add Option field. Click it to open a calendar from which you can choose dates for your drop-down list.

7. When you have finished defining the custom fields, click OK to add them to the system.