Admins that require additional Client fields to be stored in a Client Record can create Client Custom Fields such as, account no, source and preferred service date.
From Settings, select Client settings then select Customize Client View.
Select Add Custom Field.
Fill in the Custom Field Name and select one or more display options.
- Display in Mobile App Select this option to make the custom field available to Fieldworkers on the App.
- Editable on Mobile App Select this option to allow Fieldworkers to update the custom field from the App.
- Display on Job Record Select this option to make the custom field and its content available when creating a Job for the Client.
Admins can choose the option to have Check Box, Drop Down, Free Text, Large Text, and Date Field as the Field Type. The Field Type will determine how the information is captured and displayed.
Note: For Check Box and Drop Down Answer Types, Admins will need to fill in the answer options. 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.
Review the Client custom field then select Save.
Once the Client Custom Field is created you can make the field Available on Client Search. This will allow you to filter and/or search from Clients by this Client Custom field.
Note: Make sure to select the Save button on top after making the field Available on Client Search.
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