Add or Edit a Custom Data Field

Custom fields can be added for contractors, employees, equipment, or material.

NOTE: Custom fields can be added to service request templates or work order templates. See Add or Edit a Custom Field Category and Add or Edit a Custom Field Category for more information.

1. From the home page, click Configure and click Custom Data Fields.

You can select a custom field category from the Table drop-down list to view any existing custom fields.

TIP: You can filter the list of records displayed. See Filter Records for more information.

2. Select the Table you want to add the custom field to.
3. Click Add record to add a new custom field.

4. Enter the Field Name and click Add.

The new custom field displays in the Custom Fields panel.

5. Select it and finish editing the details of the custom field in the Custom Field Details panel. For more information on adding a specific type of custom field, see Add a Text Custom Data Field, Add a Code Custom Data Field, Add a Date Custom Data Field, and Add a Numeric Custom Data Field.

6. To edit a custom field, open it from the Custom Fields panel and make the desired changes.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.