How do I create Site custom fields?

Admins that require additional Site fields on a Site record can create Site Custom Fields such as, site code, gate code, and equipment location.

From Settings, select Client settings then select Customize View.

Select Client Site Custom Fields then Add Custom Field.

Fill in the Custom Field Name, select Display options, and select Field Type from the drop-down then select Save button to create this field.

*Note: You must fill out all fields marked with an asterisk before saving. 

Admins can choose the option to have Check Box, Drop Down, Free Text, Large Text, and Date Field as the Field Type. For Check Box and Drop Down Field Types, Admins will need to fill in the answer options the select save. 

Note: Free text has a character limit of 100 characters while Large text allows for more characters and Date Field is a calendar option to select a date. 

Once the custom field is created, Admins will see it on their existing custom fields list.

Note: Site custom fields are listed in alphabetical order when they are created.