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”
Description of custom field types
|Date||Creates a date field that allows you to choose a single date value.||30|
|Decimal||Creates a field that only accepts decimal numbers. This is a great field to track money amounts.||20|
|Number||Creates a field that only accepts whole numbers.||20|
|Text||Creates a field that allows you to put any text you want into it (letters, numbers, and punctuation)||35|
|Boolean||Creates a checkbox field.||20|
|Options List||Creates a drop-down list with different options to choose from.||35|
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: