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

- Single-Line Input: This allows you to create a field to enter a single line of free text.
- Multi-Line Input: This allows you to create a field to enter multiple lines of free text.
- Date Input: This allows you to create a field where you can select a specific date from a calendar.
- Time Input: This allows you to create a field where you can select a specific time.
- Date Time Input: This allows you to create a field where both date and time can be selected.
- Drop-down: This allows you to create a drop-down field with the required list of options.
- Checkbox Input: This allows you to create check-boxes where the provided options can be checked.
- Radio Input: This allows you to create a radio input Field where one of the provided options can be selected.
- File Input: This allows you to create a file input Field where one of the provided options can be selected.
- 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. - 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.

- If a particular field needs to be available only for a selected job category, you can achieve this by grouping custom fields.
- 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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