Custom fields may be created to obtain additional information from a customer during check-in. These fields are attached to the service request and can be viewed in request history. Custom fields may also be created and attached to the customer record to save additional information about a customer. 

 

Custom fields can be configured to appear in the kiosk, Web client, or both.


Please note that custom fields created at the Service Request level are not viewable in a customer record. To save custom data at the customer record level, you should create a Customer custom field type.


Custom Field Properties



 

Field Name Name of the field that is shown on the screen.
Screen Screen is where the field appears for input; at the kiosk, Web UI (employee assisted check-in), Kiosk and Web UI, or within the customer record. See Screen types below.
Is Required Indicates if a value is required for the field. If selected, the information must be entered before completing check-in, or closing the service request.
Type The type of field, which also provides validation. See Custom Field Types below.
Items Only used if Drop-Down List is selected for Type. Enter list items, one per line.
Status Used to set the custom field as active or inactive.
Show In Used to select where the custom field's data will show up; In pending list, wait list, or both

 


Screen Types

Screen types tell LobbyCentral where to capture the information for the custom field.



Customer Customer should be selected if you need to capture information and save it at the customer record level. The information entered will be attached to the customer and not the visit. Note: Information from customer records is not displayable in the wait list, in-service list, or on QMonitor.
Kiosk and Web UI The custom field will be displayed at the kiosk, as well as the user interface, during customer check-in.
Kiosk Only Custom Field will be displayed at the kiosk only.
Web UI Only Custom Field will only be displayed on the user interface.



Custom Field Types

Validated Field types will verify that data entered is accurate for the selected type.


 

Text Field Customer may enter information into the free-form field.
Email Field Customer must enter an email address (validated).
URL Field Customer must enter a web address (validated).
U.S. Phone Number Customer must enter a phone number (validated for USA only).
Drop-Down List Displays a list of options to choose from. If selected, user must enter list items one per line only, in Items.



Adding A Custom Field

  1. In Settings, click Custom Fields.
  2. In Custom Fields, click New Field.
  3. Enter the field name to be displayed.
  4. Select the screen(s) the field will be displayed on.
  5. If this field is required to check-in, click the Is Required box.
  6. Select the field Type. If the selected type is Drop-Down List, enter one option per line in Items.
  7. Leave status set as Active (default).
  8. Check the boxes where the custom field will be displayed.
  9. Click Submit.


Modifying A Custom Field

  1. In Settings, click Custom Fields.
  2. In Custom Fields, select the field to change, and click Edit.
  3. Make desired changes.
  4. Click Submit.


Deleting A Custom Field

  1. In Settings, click Custom Fields.
  2. In Custom Fields, select the field to remove, and click Delete.
  3. Confirm that you want to delete the field and any data associated with it.

Note: Use caution when deleting a field, as this will also remove any previous data. If you want to preserve the data that was previously captured for this field, update the custom field and uncheck the Enabled box.