Custom Field Editor for Packages
Setup > Services > Select Service > Custom Fields
Setup Custom Fields for data that you may require for when a client signs up for one of your packages.
I.e Running a delivery type of service you may want clients to allocate which regions they are in, you can then create a custom drop down field with the options presented.
This way you can keep track of where the more prominent regions are etc and use this for planning by using a our Search Parameters. You can also deselect this from being presented on your signup form.
Adding a custom field for a package
The Service column on the left contains the custom fields currently present on the package.
The Field options column on the right contains the particulars of each of the fields you select.
To add a new field click the Add field button.
Name your field in the Field title box e.g. Referring agent
In the Type drop down select the type of field you want to add e.g. Single line text
If the field is required, look under Options and hover over the first icon it will appear as “not required”> click on this and it will change to “required”.
If the box requires hint text fill it in in the Hint box e.g. Which agent referred this client to us?
Once complete, click Save changes to permanently add the field.
Custom Fields for Invoices