Define part custom fields

Use the Part Custom Fields screen to create custom part fields. To access this screen, click Setup and select Part & Billing > Part Custom Fields.

Below is an example of the Part Custom Fields screen.

Field / check box Description
Label The name of your custom field.
Type

Select one of the following types using semicolons to delimit multiple choices in the Options setting:

  • Text (up to 255 characters)
  • Number (number of integers with up to four decimal places)
  • Currency
  • Date
  • Dateline
  • Time Period
  • Multiple Choice (adds check boxes)
  • Single Choice (adds radio buttons)
  • Pop-up menu (adds a single-selection menu)
Width Specifies the number of columns in the custom field text area.
Info

Creates a tool tip that helps users complete the custom field.

When the tool tip is created, an Info icon appears next to the custom field. When the user mouses over the Info icon, the tool tip pops up.

Display Order Click the drop-down menu and select the custom field order.
Height Specifies the number of rows in the custom field text area
Clients

Configures the Client permissions, defining whether the client can see, edit, or interact with the custom field.

These fields are disabled when the custom field is not visible in the client interface.
Techs

Configures the Tech permissions, defining whether the Tech can see, edit, or interact with the custom field.

Administrative users have at least Editable access to all custom fields. The Required fields are required for Administrators.
Limit Input to Text Box Width Ensures the maximum number of characters allowed does not exceed the number of characters chosen in the Width option.
Encrypt in database

AES encrypts the data entered in the custom field before it is stored in the database.

If you select this option after the data is entered, the existing values are not encrypted until they are updated.

Searchable Enables the custom field to appear as a search option in the Advanced Search page.
Allow full-text search (slower)

Indexes only the first 255 characters in a custom field.

Select this option when the custom field values may exceed 255 characters. Applying this option greatly reduces search performance.
Exclude From E-Mail Ensures the custom field does not appear in emails to Clients or Techs.