What are customer Custom Fields?

Customer Custom fields allow you to add in additional fields against your applicants on your cases. For example you may wish to add a 'Known as' field to record the preferred name your customer likes to be known as.

How to add Customer Custom Fields

To begin click the New button.

Enter a sequence number and category description, then make sure that the new category is set as active so that it will appear when you create or edit an applicant. Finally select the type of field you wish to appear

Sequence number - This determines the order in which the new custom field appears when you are editing or creating an applicant.
Category description - this is the name of the field for example 'Known As'
Active - determines whether this field appears against your applicants when you are adding or editing them.
Data Type - Here you can choose the type of field you wish to appear:
- Drop down List - this is a single select drop down list (you can add drop down options later)
- Text field - this is a free type text entry field
- Text field (numerical values on) - this is a text field that is restricted to numbers only
- Text field (Dates only) - This changes the text field to a date entry field and will have a calendar/date picker next to it.
- Heading - This type displays the description as a heading within the applicant edit screen.

Once you are finished click the Save Category button to confirm your choices.

Adding options to dropdowns

Once you have saved your dropdown custom field. eKeeper CRM will display the list of custom categories (right).

To add an option within you dropdown list click the options link under the action column next to the field you wish to add your options to.

You will now see a list of the existing options against your drop down field (note that new fields will not have any options listed).

To add an option to the list click New.

Next fill in the sequence number and a name for the new option into the fields provided.

Once you have finished click Save Custom Field Option to confirm your entries.

You have now successfully setup a new category drop down and added a selectable option to it.

Browser not supported