How to Create Custom Customer Fields?

How to Create Custom Customer Fields?

Although Zuper offers an array of out-of-the-box fields and field types including text, number, date, and attachments, there are provisions to create your own Custom Fields that are tailored to your business. When you create a custom field in the Customers module, it will be displayed on the New Customer Form and the Customer Details Page.

Creating a Custom Customer Field

  1. To create a Custom Customer Field, navigate to the "Settings" icon in the Menu.
  2. Locate the "Custom Fields & Checklist Settings" section and select "Customer Fields".
  3. You will be directed to the "Customer Fields" page which displays different types of fields available at your disposal as "Available Components".



    1. Single-Line Input: This allows you to create a field to enter a single line of free text. 
    2. Multi-Line Input: This allows you to create a field to enter multiple lines of free text.
    3. Date Input: This allows you to create a field where you can select a specific date from a calendar.
    4. Time Input: This allows you to create a field where you can select a specific time.
    5. Date Time Input: This allows you to create a field where both date and time can be selected.
    6. Drop-down: This allows you to create a drop-down field with the required list of options.
    7. Checkbox Input: This allows you to create check-boxes where the provided options can be checked.
    8. Radio Input: This allows you to create a radio input Field where one of the provided options can be selected. 
    9. File Input: This allows you to create a file input Field where one of the provided options can be selected. 
  1. From available components, select the required type of field and drag it into the "Current Customer Custom Fields" section and click on the component to edit it.
    Note: By default, newly created custom fields will be displayed in the general category.
  2. If you would like to remove/delete a particular field, select Delete or click and drag the field out of the "Current Customer Custom Fields" area.
     
  3. If a particular field needs to be available only for a selected job category, you can achieve this by grouping custom fields.
  4. To group custom fields within their category, click on the "More Actions" drop-down and select "New Group".
9. Enter the group name and select the job category for which you would like this group to be displayed. Note: if the group needs to be shown in all job categories select "Any Category". 

Note: If a particular field needs to be hidden from Field Technicians on the "Zuper Pro" mobile application, click on the field, select the "Hide to Field Executive" checkbox and click on "Save". 


                               


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