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. Click Custom Fields under either the Service Requests or Work Orders tab to access those custom fields.

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

Select a custom field category from the Table drop-down list to view any existing custom fields. You can filter the list by clicking Filter records and entering the first few letters of the custom field.

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: Admin automatically saves the changes you make. A message appears at the bottom of the page when you make changes.