You can create custom fields for your job records to store and display any data you wish to save and share for all of your jobs. With the ability to set the order of your custom fields and add different visibility permissions by role, you can control how your custom fields are displayed to your team members.
To create a custom field, simply navigate to the the Custom Fields tab for Jobs in the Administration section, found here.
Within the Custom Fields tab, click on Create New
Next enter the name of the custom field you want to add to your job records.
Then select which roles can view and edit the custom field.
When your custom field is set up the way you want, click Save.
You'll see the custom field is created. If you have multiple custom fields, use the square icon on the left to drag and drop the fields into whatever order you prefer.
To de-activate a custom field, click on it and then click Deactivate
When you create a new job, you'll now see your custom field(s) populated.
A full re-sync (sometimes requires log out and log in) is required on your mobile apps to see newly created custom fields.
Congratulations! You just set up custom fields in your job records. For help on this, please contact us: email@example.com