Add custom fields linked to customers (entered by the scheduler)

The custom fields are used to add additional information about customers. These fields are entered by the scheduler when adding new customers. 👨‍💻

These fields are then displayed on the field worker's route map (available on the mobile application). It can be additional information needed to enable the field worker to complete the operation. For example, the name of the prescriber, another contact, the date of creation, etc.

• Step 1: Add a new custom field
• Step 2: Enter the custom fields in the customer file
• How to delete a custom field?

Step 1: Add a new custom field

💡 In order to add fields, you must create at least one category beforehand by clicking on the button “Create a category”. The categories make it possible to classify the different custom fields. For example: “Samples collected”. To learn more, read this article.

1. Go to the “Settings” module.
2. Click on the tab “Custom fields”.
3. Click on “Customer file”.
4. Click on the button “Create a field”.

   

5. Determine the “Name” for this custom field.
6. Sort the field into a “Category”.
7. Determine the “Field type” among the following options:
   • Text;
   • Date;
   • Integer number;
   • Check box;
   • Photo;
   • List.
8. Click on the “Save” button.

   

☝️ Good to know : You can determine the order in which the fields are displayed by dragging and dropping them from the table. The order defined will be respected when the fields are displayed in the other modules, particularly in the new customer creation form.

☝️ Good to know: By default, custom fields are optional. If necessary, you can require your planners to fill them in when adding a customer by ticking the “mandatory” box when the field is created.

Step 2: Enter the custom fields in the customer file

Once the custom fields have been created in the settings, it's possible to fill in them for each new customer added. Depending on how you plan the work orders, you will need to follow the steps of one of the methods below.

Method 1: Add customers manually

Once the customer custom fields have been defined, these fields are available when adding a new customer from “Customers” > “Add”.

Method 2: Import customers

It is also possible to fill in custom fields in a customer import file. Just add a column to the Excel or CSV file with a header that corresponds to the name of the custom field indicated during its creation.

How to delete a custom field?

1. From the table and click on “…” and “Delete”.
2. Click on the “Confirm” button.

   

☝️ Good to know: It is possible to modify an existing field by clicking on “…” and “Edit”. However, the “Field type” cannot be changed.