This video provides a comprehensive guide on how to create, manage, and utilize custom fields within the platform. You will learn how to tailor data entry points to fit your specific business requirements.
Please note that custom fields are not available in every account as it is a BritePRO feature. Please reach out to us directly if you need help setting this up in your account.
What are custom fields used for?
Custom fields allow you to capture specific information that isn't included in the standard system fields. These are essential for tailoring the platform to your unique business processes and ensuring that all necessary data points are recorded for your records and reporting.
💡 Action Steps
Identify the data points missing from standard fields
Determine which modules require custom information
How do I access the custom field settings?
To get started with setting these up, you need to navigate to the settings menu. From the main dashboard, look for the gear icon or the settings tab, click on it, and then locate the section specifically labeled for custom fields or field configuration.
💡 Action Steps
Click on the Settings icon
Select the Custom Fields option from the menu
How do I create a new custom field?
Once you are in the custom fields area, you will see a button to add a new field. Click on that 'Add New' or 'Create Field' button to open the configuration window where you can define the parameters for your new data entry point.
💡 Action Steps
Click the Add New button
Open the field configuration window
What field types can I choose from?
You have several options for the type of data you want to collect. You can choose from text fields for general notes, dropdown menus for specific selections, date pickers for scheduling, or checkboxes for simple yes and no configurations.
💡 Action Steps
Review the Field Type dropdown menu
Select the appropriate data format (Text, Date, Dropdown, etc.)
How do I name and label my custom field?
In the field label section, type in the name as you want it to appear to your users. It is important to make this descriptive so anyone entering data knows exactly what information is being requested in that specific box.
💡 Action Steps
Type the name into the Label field
Ensure the name is descriptive for end-users
How do I set a field as mandatory?
If you want to ensure that a piece of information is always captured, you can mark the field as required. Simply find the 'Required' or 'Mandatory' toggle or checkbox and switch it on so that the form cannot be saved without this data.
💡 Action Steps
Locate the Required toggle
Switch the toggle to the On position
How do I organize custom fields into groups?
To keep your interface clean, you can organize your fields into specific groups or sections. This allows you to bundle related information together, making the forms much easier for your team to navigate and fill out logically.
💡 Action Steps
Select a Field Group from the dropdown
Create a new group if necessary to categorize the field
How do I save my custom field configuration?
After you have finished defining all the settings, field types, and labels, you must save your work. Click the 'Save' or 'Apply' button at the bottom of the screen to commit these changes and make the field live in your system.
💡 Action Steps
Review all entered field settings
Click the Save button
How can I edit an existing custom field?
If you need to make changes later, simply go back to the custom fields list. Find the field you want to modify, click on the edit icon or the name of the field, and you can update the labels or settings as needed.
💡 Action Steps
Locate the field in the Custom Fields list
Click the Edit icon
What is the process for deleting a custom field?
To remove a field that is no longer needed, select the delete option next to the field name. Be careful when doing this, as deleting a field will also remove any data that was previously stored within that field across your records.
💡 Action Steps
Click the Delete or Trash icon next to the field
Confirm the deletion in the pop-up warning
* This feature may not be activated on your account *