Navigation Menu: Settings > Cost Management > Custom Fields

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Overview:

This article explains how to use the custom fields (Customer Fields) feature. Customer fields (also known as custom fields) are created through the platform management console.  This is not an end customer portal feature. Custom fields are specific to the customer profile. Use Custom Fields to setup data related to the customer and not specific to an order.

The fields appear as a filter option in the Dashboard, in the Customers > Client screen area under the "Custom Fields" section, and can be set as a option to add to a report (as a column heading) when exporting data via a CSV file format.

Create a Custom Field

To create or add a custom field, follow these steps:

1. From the Settings module (or menu), scroll to the Cost Management section (bottom-left), then click on the Custom Fields menu option

2. Click Add

3. Enter a name for the customer field.  This field accepts alphanumeric characters, is limited to 255 characters, and does not allow spaces. You can use the ‘_’ symbol to separate the words in this field. The name field displays as the column header in a custom report. 

4. Enter a label for the customer field. This label name displays on the Customers screen.

5. Use the toggle to control if the field is available for reports.  The default setting is 'ON' for Include in Billing Reports

6. Click Save

7. Repeat steps 1 through 6 for each custom field you want to create.

Sample of a Custom Field

Edit a Custom Field

To edit a custom field name, follow these steps:

1. From the Settings menu, navigate to Cost Management and select the Custom fields menu

2. Select the custom field you want to change

3. Click Edit

4. Modify the field name

5. Click Save

Delete a Custom Field

To delete a custom field, follow these steps:

1. From the Settings menu, select the Customer Fields menu

2. Select the custom field you want to change

3. Click Delete, then click Ok on the confirmation window popup

View the Custom Field label 

After you create your custom field(s), you add your data by following these steps:

1. Select the Customer module

2. Select a customer, then click Edit

3. Scroll to the General section of the client screen

4. Click Custom Fields

5. Enter values in the custom field(s)

6. Click Save

Example:

Add Custom Fields to the Billing Report

Notice that the report field options refers to custom fields as Customer fields in reports.

1. Select the Report

2. From the Option drop-down option, select Manage Customer Fields

3. Select the available Customer Fields in the list and click the Add button to select and include the column in the report

4. Repeat until all desired Customer Fields have been added

5. Click Update Report

Below are some examples.

Customer ID (Sold to): A commonly used customer field that holds the ID number associated with your accounting system.

Create the custom field

Populate the custom field

Use the custom field in a deployment

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