Creating Custom Fields

Custom Fields, and can be used to store custom information for Accounts and Locations.

Custom Fields can be created to store a number of data types including:

  • Text
  • Text Box
  • Checkbox
  • Dropdown
  • File
  • Date

Account Custom Fields

To create a custom field for Accounts go to:

1. System → System Configuration → Custom Fields → New Custom Field

2. Enter the name of the Custom Field and a Description, (in this example we are going to create a field to record a user's accounts payroll number called Payroll Number)

3. Choose the Tool as Accounts and the selected Data Type E.g. Text

4. Choose Target Countries, Groups.

5. Set the Permissions to Either View and/or Edit for each Group.

Tip: If you have a field you don't want accounts to modify, you can Untick the 'Edit' Permission for targeted users.

6. Set 'Required' if this field is mandatory and set the status when you are ready to make the custom field active.

7. The Payroll Number Custom Field will then appear on all targeted accounts on their My Details Page E.g. below

Note: Custom Fields are all set at the bottom on the my details page under each account details page.

Location Custom Fields

To create a custom field for Locations go to:

1. System → System Configuration → Custom Fields 

New Custom Field

2. Enter the name of the Custom Field and a Description (in this example we are going to create a field to record the opening date of the location called Store Opening Date)

3. Choose the Tool as Locations and the selected Data Type as 'Date'

E.g. Below

4.  Set 'Required' if this field is mandatory and set the status when you are ready to make the custom field active.

5. The Field will then appear under location information for a date to be set. E.g. Below


for: adm, mgr;

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