You can create custom fields for your customer records to store and display any data you wish. 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.
Adding a New Custom Field
To create a custom field, navigate to Company Settings, click on Customers and then the Custom Fields tab.
On the Custom Fields page, click Create New.
In the pop-up window, begin by adding the custom field name.
Then select from the drop down menu what type of field this will be.
Type of Field: Your choices are as follows:
Free text: Here you have the option to add "free text", allowing you to type freely in your own words.
Number: By selecting this, you can easily indicate the number or quantity for this field.
Date: This option allows you to easily autofill the date in by clicking on the small calendar icon.
Checkbox: This option will produce a toggle button. This will be toggled on/off depending on what the custom field is that you created.
Drop Down: Upon selecting this option, you will be asked to Add New Field Options (see the first picture below) and edit them. After assigning a name to each option, ensure that you click on the save icon (see second picture below). You also have the ability to decide which option is your Default option. The Default option will appear in blue colored text. The Default option will be visible on your customer record until it is edited by a user with permissions. By adding all of the options here, when on your customer record, you will then select a single option from a dropdown list.
Field Visibility by Role: Who on your team has access to this custom field? You have the power to select whether this is for service agents and/or team managers. Simply check or uncheck next to each team member.
Cascade to Related Record will allow you to select additional FieldPulse records where you'd like the information recorded in this custom field to appear. Choose some or all of the related record options mentioned below.
Is Visible to Customer & Supplier: This toggle can be on/off based on your preference. If the toggle is on, these custom fields you have setup will be viewable by your customers and suppliers on all purchase order PDF's, job reports, estimates, invoices, and asset reports.
Locating Custom Fields on the Customer Record
Next time you create a new customer, you'll see your newly created custom field under the Additional Fields section. (Note: A full re-sync (sometimes requires log out and log in) is required on your mobile apps to see newly created custom fields.)
Video Tutorial
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.