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custom_field_editor_for_packages [2014/10/22 14:38] Lisa Adams created |
custom_field_editor_for_packages [2014/11/04 13:00] Lisa Adams |
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===== Custom Field Editor for Packages ===== | ===== Custom Field Editor for Packages ===== | ||
- | <WRAP todo>Under Construction.</WRAP> | + | [[https://billing.snapbill.com/setup/service|Setup > Services > Select Service > Custom Fields]] |
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+ | Setup Custom Fields for data that you may require for when a client signs up for one of your packages. | ||
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+ | 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. | ||
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+ | 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. | ||
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+ | ==== Adding a custom field for a package ==== | ||
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+ | * 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. | ||
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+ | See also: | ||
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+ | [[Custom Fields for Invoices]] |