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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.

See also:

Custom Fields for Invoices

custom_field_editor_for_packages.txt · Last modified: 2014/11/04 13:00 by Lisa Adams