How to Create a Custom Field Web Version

Navigate to the Settings tab on the left hand menu bar, then select Custom Fields.

Select New Custom Field

1. Enter a Label to name the Custom Field you are making. This is Required.

2. Choose a Record Type to assign the Custom Field to a specific screen.

3. Choose the Type of the Custom Field.

• Number– Allows numbers only, 0-9
• String– Allows a series of numbers and/or letters
• DateTime – Creates a field where a date and time can be selected
• DropDown – Allows you to create a drop down list of selectable items
  
  

4. Choose the Length of the Custom Field, meaning how many characters numbers and/or letters for the entry.

5. If more than one Custom Field is on the same screen, the Display Order will dictate what order they appear in.