Custom fields are functions that allow you to add specific information to a client/company record and/or a request form, in addition to the standard fields provided by default.
Go to Settings > Customisation > Custom fields > Add a field :
Once you have clicked on ‘Add a custom field’, add a name and select a field type:
EXAMPLES OF CUSTOM FIELDS :
- Text on one or more lines
Add the name of the salon where you met your client (on one or more lines)
- Number
Add the card reference
- Date
- Radio button
- Drop-down menu
You can now select the environment in which you want this field to be displayed:
- In the client file
- In the company file
- in the application form
You can select display options:
mandatory: if the field is empty, you will not be able to save the file.
Visible: the field is displayed in the selected environment
Visible on the application form: yes or no
