Creating Custom Fields For Clients in Connect2Field
Connect2Field gives you the ability to create your own custom fields to capture any additional
information you might require for your customers.
This is primarily used for reporting and filtering your customers
This tutorial will show you how to create custom fields, and how to filter your customers by using them
From the main menu, choose:
Options->Clients->Manage Custom Fields
This page shows the list of the existing custom fields.. You can choose to use these for search on Clients page..
Hit Add
There are 5 types of custom fields you can create. Type in a name and select 1 of the 5.
1. Check box (Tick Box with multiple answers)
2. Drop Down box (Drop down menu, like seen above however you can only select one answer)
3. Free Text
4. Large Free Text
5. Date Fields
We will use check box for this tutorial
Enter your Answers into the field and click Add
Repeat this step for as many answers as you would like.
Click Save
You can use your custom fields for filtering your client searchers via the Client Tab.
To do this tick the check the box on the right and Save
Where to find your custom fields
From the main menu, select 'Clients'
The custom field we just added and selected for search, is visible under client search.
Select any customer
From the 'Custom Fields' tab, input the answers to the custom questions and hit 'Save'
Filtering your Clients using Custom Fields
Go back to the main Client list.
We have selected the option '$100 New Year Promo' and hit search..
As see above, the client list gets filtered with clients who have this custom field set up in their files.
Add your comment