Configuration: How to Edit Custom Fields

Limitations:

There is a limitation to adding custom fields:
-80 fields of type (text, toggle or drop-down) > limit 250 characters for each field
-20 fields of type (text area) > unlimited

*Let us know and we can assist in configuring all custom fields.

Step 1. Navigate to Custom Fields Tab

Navigate to the Company Detail by clicking Profile - Configure. Choose the Custom Fields Tab

Step 2. Add/Edit Module

You may choose to add or edit a module in the following 4 categories: Clients, Leads, Trips, Suppliers

Clients:

In the Client View:

Leads 

In Leads View: 

Trips

In Trip View: 

Suppliers

In Supplier View: 

Step 3. Creating a new Field

Once on the appropriate Module (Clients, Leads, or Trips) click the Add Field prompt on the right

3.A Enter the Display Name. This will automatically generate the Field Name as well. 

3.B Enter Header Group. Either pick an existing header group or create a new one. 

Header groups appear on the category as follows:

3.C Choose a Module to assign the new Field to (Clients, Leads, Trips, or Suppliers)

3.D Choose a Field Type

Text Box Types:

A. Text Box

B. Text Area

C. Select List

D. Yes/No