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Help @ Connect2Field ยป How to Add/Modify Custom Fields for Suppliers

Topics

  • Getting Started 7
    • Log In - Log Out
    • Admin Dashboard
    • Connect2Field Help
    • Start using Connect2Field in 6 Easy Steps
    • Why use Connect2Field for your Service Business
    • Request a Demo
    • Manage Connect2Field Payments/Licenses
  • My Company Setup 4
    • Setup Basic Company Details
    • Customize the Main Menu Bar
    • Setup Tax Names for your Business/Country
    • Setup Tax Rates, Default Currency & Payment Types
  • User Setup 4
    • The different types of Users in Connect2Field
    • Creating Users in Connect2Field
    • Not Recieving SMS Notifications
    • Managing Field Worker Leave Days
  • Client Management 10
    • Creating & Searching Clients in Connect2Field
    • How to Delete Clients & Jobs
    • Customizing the Client Section in Connect2Field
    • Creating Custom Fields For Clients in Connect2Field
    • Creating and Using Customer types in Connect2Field
    • How to add Multiple Sites (Office Locations) to your Clients
    • Example: Use Custom Fields to Quick Search Clients
    • How to Book New Client Calls as Jobs
    • Call History - Book Existing Client Calls/Emails in Connect2Field
    • How to Manage/Bill Pre-Paid Client Contracts
  • Job Management 26
    • How to Create & Dispatch New Jobs in Connect2Field
    • How to setup Job Types & Default Service Notes in Connect2Field
    • How to Add Job Start & Job Finish Questions
    • How to Filter Job Central by Job Status
    • How to view Jobs & Job Locations on a map
    • Creating Recurring Jobs in Connect2Field
    • How to End/Cancel Jobs from Recurring
    • Viewing Master Recurring Jobs in Connect2Field
    • How to Add Sub-Jobs in Connect2Field
    • How to attach documents to a Job
    • Using Search in Job Central
    • Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
    • How to Print/Email a Job Card and attached images to a Job
    • How To apply colors to different Job Types ?
    • How to setup your Field Workers to receive Outlook Calendar Appointments
    • How to Add Fields to Job Central
    • Connect2Field WorkFlow / Standard Job Status - Explained
    • Example: Track Job progress with Custom Status Icons
    • Example: Capturing crucial Job Information using Custom Fields
    • How to Archive Completed Jobs
    • How to Un-Archive Jobs
    • How to Change Status of Multiple Jobs
    • Example: How to Charge/Bill your clients for your services using Connect2Field
    • Example 1: Planning your Field Work in Advance
    • Example 2: Planning your Field Work in Advance
    • How to Add Discount to Jobs
  • Invoice Management 9
    • How to Invoice your Customers for Service Jobs using Connect2Field
    • How to Invoice Customers for Service / Labor Hours
    • How to Configure Invoices
    • How to show Job Details & Additional Job Information in Invoices
    • Manage Client Accounts and Invoices
    • How to Email Invoices to Clients
    • How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
    • How to Group & Print Multiple Invoices for a Client
    • How to change Invoice Date
  • Work Force Management 7
    • How to use Connect2Field's Messaging System
    • Configuring SMS for Field Workers in Connect2Field
    • How to Customize Email/SMS Templates for your Field Workers & Clients
    • How to enable or disable Alerts to your Field Workers
    • How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
    • GPS - Tracking your Field Staff via Connect2Field Map
    • How to temporarily de-activate a Field Worker
  • Mobile Field Worker WebApp 12
    • Connect2Field Field Woker WebApp - Iphone Example
    • FieldWorker WebApp Configuration
    • Customize the Connect2Field Main Menu for your Mobile/Ipad
    • Control what fields appear while selecting a job from your Mobile/Ipad
    • Example: Use Tags for quick search of products in Iphone/Ipad
    • How to Update Product Prices while in the Field
    • How to Email Invoices to Clients while in the Field
    • Example: Creating Sub-Jobs while in the Field
    • How To Capture Clients Signature as Job Conformation
    • Reallocate Job to a different Field Worker while in the Field
    • How to Auto Populate Username/Password for your FW WebApp login on the iPhone
    • How to Enable/Disable Pricing Fields for the WebApp
  • Connect2Field Scheduler 5
    • Multi Person View
    • Day View
    • Week View
    • How to Re-schedule/temporarily remove a Job via the Scheduler
    • Creating New Appointments & New Jobs in Scheduler
  • Inventory Management 4
    • Adding Products & Services
    • Creating Tag Groups & Assign Products to Tags
    • Managing Warehouses
    • Inventory Management for your Fieldworker's Vans
  • Quote Management 3
    • How to Instantly Create New Jobs from Quotes
    • Create & Dispatch New Quotes
    • Viewing Quotes as Appointments on Scheduler
  • Reporting in Connect2Field 4
    • Types of Reports
    • Jobs Per Field Worker
    • Jobs Per Field Worker - Summary
    • Jobs Per Client
  • Customer Equipment Management 1
    • Working with Equipment Items
  • Supplier Management 3
    • How to add Suppliers in Connect2Field
    • How to configure Supplier Types
    • How to Add/Modify Custom Fields for Suppliers
  • Data Management 3
    • How to Export Jobs from Connect2Field
    • How to Import/Export Products & Update Inventory
    • How to Import/Export your Clients in Connect2Field
  • Accounts / Integration 7
    • Connect2Field Accounting Connector Setup for MYOB
    • Using the Connect2Field Accounting Connector with MYOB
    • Connect2Field - Xero Integration
    • Connect2Field - Saasu Integration - Service Invoices
    • Connect2Field - Saasu Integration - Item Invoices
    • Connect2Field - KashFlow Integration
    • Connect2Field - Capsule Integration
  • Customer Portal 3
    • What is the Customer Portal
    • Customer Portal Features
    • Customer Portal Setup
  • Case Study 1
    • Case Study - Plumbing / Mechanical Contractors Industry
  • Connect2Field Videos 1
    • How to schedule your Fieldworkers easy and quick
  • About Connect2Field 1
    • How To Subscribe To Connect2Field Updates

Last Updated

Feb 14, 2011

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  • Prev: How to configure Supplier Types
  • Next: How to Export Jobs from Connect2Field

How to Add/Modify Custom Fields for Suppliers

This tutorial explains how to Add / Modify / Delete Custom Fields for your Suppliers

Select Options, Suppliers, Suppliers Custom Fields from the main menu

Media_1297095645022
Media_1297095749893_display Zoom

From this screen you can:

1. Add a New Custom Field for your Suppliers
2. Edit an existing Custom Field
3. Delete a redundant Custom Field

For this tutorial select Add

Media_1297097072280

1. Give your Custom Field a name
2. Select Field Type, Check Box, Drop Down, Free Text, Large Text or Date Field
3. If you select Check Box, or Drop Down you can insert your answers here

Once completed click Save

Media_1297097183716_display Zoom

Your Custom Fields are now ready to go. You can now enter your answers under Suppliers, View, Custom Fields as seen below

Media_1297097269610_display Zoom
  • Prev: How to configure Supplier Types
  • Next: How to Export Jobs from Connect2Field

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