Custom fields allow global intake questions to be part of all job assignment submissions (all clients).


NOTE:  Custom fields for client specific requirements can be added at the Client level.

 


Adding a Custom Field

1.      Select the Add New (+) from bottom right

2.      Complete the required fields:

a.       Field Name – What intake should be collected?

b.      Field Type – Checkbox, Date, Number, Dropdown, or Text

c.       Field Value – If Dropdown field type is selected, select the specific dropdown already in place or create a custom dropdown.

 

Adjusting a Custom Field

1.      Image PlaceholderEdit – Make any revisions necessary, save, and close.

2.      Image PlaceholderDelete