Use custom fieldsLast updated on 03/31/2023

• After adding a custom field, you may need to refresh before you see the new custom field.

• Normally, when you book a job, the job type, business unit, campaign, and priority fields auto-populate. However, if you add a custom field to your Call Booking workflow, you’ll need to manually set those job details when booking jobs.

• After you've added and started using a custom field, you can filter search results with that field.

• If you create a custom field for installed equipment, you can associate the field to an equipment type. After selecting Installed Equipment, select Show on Specific Equipment Types. Then, use the dropdown to associate an equipment type with the custom field.

• If you create a custom field for customer memberships, you can include the field on customer-facing membership estimates and invoices generated in the office. After selecting Customer Membership Record, select Display on Office Membership Estimates and Invoices.

• Create a custom field that stores the year a house was built in the service location record to keep track of how old the homes you service are.

• Use an age of equipment field in equipment or service location records to track the age of your customer's equipment. This helps you be proactive about maintenance and replacement.

• Add a preferred technician field to customer records to increase customer service and satisfaction.

• Track permit numbers in jobs and projects where applicable.

• Add the gender of the caller to customer records for marketing purposes.

1. Go to the navigation bar and click Settings .

2. In the side panel, click Operations > Custom Fields.

3. On the Custom Fields screen, click Add.

4. Enter a name in the Name field.

5. Select where you want the field to appear. A field can appear in multiple places. Tip: If your account is configured for it, you can select Job Record > Display on Call Booking Screen > make this a required field to include it on the Call Booking screen. To configure your account, please contact Technical Support.

6. From the Type dropdown, select the information you want the field to include:

   • Text: Letters, numbers, and symbols

   • Dropdown: A list of items to select from:

     1. Enter the first item in the list in the Option 1 field.

     2. Click Click to add option to add another field.

     3. Click and drag the arrows on the side of a field to change the list order.

     4. Click Remove next to a field to delete it from the list.

   • Numeric: Numbers only.

7. When you're finished, click Save.

The new field appears on the records or pages you selected.

1. Go to the navigation bar and click Settings .

2. In the side panel, click Operations > Custom Fields.

3. On the Custom Fields screen, click Edit next to a custom field to make changes.

4. Select the checkbox next to a custom field and click Deactivate. This hides the field from records.

5. To reactivate a custom field, go to the Active column and click the filter icon.

6. Select Inactive and click Filter.

7. Select the checkbox next to the field you want to reactivate and click Activate.

You can include custom fields in reports related to where they appear. For example, if you added a custom field to location records, you can include the field in job-related or customer-related reports where location records are used.

1. Go to the navigation bar and click Reports.

2. Use the Search field to find your report, or click All Reports in the side panel for a full list.

3. Click the title of the report you want to run to open it.

4. On the Report screen, click Edit Columns.

5. In the Edit Columns form that opens, scroll to the bottom and select the custom fields you want to add.

6. When you’re finished, click Apply.

7. Run the report.

Your report results include the custom field information.

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