Manage Custom Fields

Custom fields allow you to collect additional information from a customer, based on your company's needs.

Create a Custom Field

1. Go to Tools > Administration > Custom Fields.
2. Click New Field.
3. Create a name for the custom field.
4. Choose the screen(s) where the custom field will be displayed, from the dropdown menu.
5. Check the box if the custom field will be required.
6. Select the field Type. If the selected type is Drop-Down List, enter only one item per line into the pop-up box. These are the answers which will be displayed for the customer/employee to select from.
7. Check the boxes where the custom field will be displayed. This option will be grayed out if Customer screen was selected.
8. Click Submit.

Custom Field Types

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

• Text: Free-form field
• Email: Email address (validated)
• URL: Web address (validated)
• U.S. Phone: Phone number (validated for USA only)
• Drop-Down List: List of options to select from.

Modify a Custom Field

1. Go to Tools > Administration > Custom Fields.
2. Locate the Custom Field to update and click Edit.
3. Make desired changes.
4. Click Submit.

Delete a Custom Field

1. Go to Tools > Administration > Custom Fields.
2. Locate the Custom Field to remove, and click Delete.
3. Confirm.

Note: Use caution when deleting a custom field, as this will also remove any custom data collected from previous requests. To preserve the data that was previously captured for this field, Edit the custom field, and uncheck the "Is Active" box.