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 Company Settings 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.
Note: A full refresh (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. If you need any help please email us at email@example.com or live chat with us using the blue button in the bottom right corner.