Custom fields created under the company account are added to the profiles of all company clients. The order of the fields can be changed by dragging the six-dot icon in front of the field. Additional fields can also be grouped under different headings.
To set up additional fields for your business account, select "App Store" from the main menu.
Then click on the "Clients" app and select "Custom fields."
To add a custom field, scroll down and select "+ ADD."
Entering the title in the additional field is mandatory.
Select the input type. The following options are available in the customer's selection of additional field types:
Text - Notes or other text, up to 100 characters
Integer
Number - Number with decimal places
Option - Predefined options where you can make a single choice
Multiple Choices - Predefined options where multiple choices can be made
Date - A specific date that can be selected from the calendar
Member - A list of active users where you can make one choice
Multiple members - A list of active users where multiple selections can be made
Yes/No - If selected, then 'Yes.'
Long text - You can enter text up to 1000 characters
NB! The new custom field always moves last.
Custom fields group
A group aggregates similar additional fields. For example, in the group "Cooperation partner," there is the name and number of the contact person of the client's company. Name and number are additional fields.
You can add a new group from the same place as the additional field:
App Store > Customers > Additional fields > "+ Add" but now select "add group"
The new group also moves last. After giving it a suitable name, you can drag it to a suitable place. To do this, click on the icon with six dots, hold and drag it to the right place.
How to enter information in additional fields?
Select "Clients" from the main menu and the desired client.
Clicking on the pen icon opens the view for changing customer information, where you can enter information in previously added fields.
All information about the customer is visible on the "Summary" card in the client's profile
