ADD CUSTOM FIELDS

Overview:

Custom fields are a popular way to track additional information on a customer. You can add your own custom fields to both Contacts and Jobs to track additional information.You must be an administrator with access to settings to be able to add custom fields. Once created you can fill out the information on a contact/job. The new field information will only show on a contact on the bottom right.

If you no longer need the custom field you can hide it so it won’t display. However, in order to delete it you have to remove entered content from each contact it was used for.

 

To add a custom field:

 

  • Proceed to settings
  • Select “Contact Fields
  • Select “Add Field”
  • Choose a type that meets your needs (see description box below)
  • Select “Add Contact field

 

Custom field types and limits:

  • Date - Creates a date field that allows you to choose a single date value

    • Max number of this type: 30

  • Decimal - Creates a field that only accepts decimal numbers. This is a great field to track money amounts.
    • Max number of this type: 20
  • Number - Creates a field that only accepts whole numbers.
    • Max number of this type: 20
  • Boolean - Creates a checkbox field.
    • Max number of this type: 20
  • Text - Creates a field that allows you to put any text you want into it (letters, numbers, and punctuation.
    • Max number of this type: 35 (The total is combined with the Options List type)
  • Options List - Creates a drop-down list with different options to choose from.
    • Max number of this type: 35 (The total is combined with the Text type)

* The Max number is for each of the following: Contacts, Jobs, and Work Orders. Meaning that each of these record types can have 30 date fields or 20 number fields.

 

Once you've added your field, you can test it out by clicking the Add Contact button at the top of JobNimbus. You will see the new field added to the bottom right side of your contact form.