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.
- 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.
- Select the Table you want to add the custom field to.
- Click Add record to add a new custom field.
- Enter the Field Name and click Add.
The new custom field displays in the Custom Fields panel.
- 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.
- 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 notification pops up at the bottom to verify changes have been saved.