Define client custom fields

Use the Client Custom Fields screen to create custom fields in the Client Info tab for each client record. After you create your custom ticket fields, the fields automatically display in each client record. The custom field can be hidden, visible, editable, or required for all clients based on your needs.

Below is an example of the Client Custom Fields screen.

You can add a pop-up message to the custom field by entering message text in the Info field. When you add text to this field and click Save, an Information icon displays in the custom field. When a tech or client (based on your assigned permissions) clicks this icon, the pop-up message displays next to the field.

The icon displays next to each custom field in the Ticket Custom Fields window that is configured with a pop-up message.

The following table lists all custom fields you can add to your client records. These custom fields display in the Client Info tab for each client.

Field Description
Text

Creates a text box for 80 characters and up to 15 lines of text in the Client Info tab.

Numbers

Creates a text box for 80 characters and up to 15 lines of text or numbers in the Client Info tab.

Currency

Creates a text box for 80 characters and up to 15 lines of text or numbers in the Client Info tab.

Date

Creates a calendar field to add a date to the client record (for example, a start date) in the Client Info tab.

Date/Time

Creates a field with a selectable calendar and time drop-down menus in the Client Info tab.

Time Period

Creates a field with days and hours drop-down menus in the Client Info tab.

Multiple Choice

Creates a field with one or more checkboxes in the Client Info tab. You can select one or more options.

If you want to include only one option (for example, Yes or No), enter the option text in the Option field. Point your mouse arrow over Options for details.

Single Choice

Creates a field with one or more radio buttons in the Client Info tab. You can only select one option.

If you want to include one option (for example, Yes or No), enter the option text in the Option field. Point your mouse arrow over Options for details.

Popup Menu

Creates a field with one or more options in a drop-down menu in the Client Info tab. You can only select one option.

If you want to include one option (for example, Yes or No), enter the option text in the Option field. Point your mouse arrow over Options for details.

To create a custom ticket field:

  1. Click Setup > Clients > Client Custom Fields.
  2. Click New.

    The Client Custom Fields screen displays the default values for a new custom field.

  3. Enter a Label to identify this field.

  4. On the Display Order drop-down menu, select this field's position within the Custom Fields section of a ticket.
  5. In the Clients and Techs sections, specify whether each group can see or edit the custom field.

    Techs with admin accounts can edit all custom fields.

  6. Select the Type of input this field will accept.

    The remaining fields change based on the Type you select.

  7. Complete the remaining fields. Point to any field name to display information.

  8. Click Save.