This article does not apply to input fields on the Sign-In iPad. To collect additional data on the iPad, see the article about Configuring input fields for iPad.
Custom fields help you understand your visitors for better service and follow-up actions. Custom input fields appear in the Service View in the waiting list (if configured so by a manager) and in the Visitor Details.
By setting up custom fields, your clerks can fill in detailed information about your customers. All of this data can then be exported into Excel from the Visitor History. This can be especially valuable for managers as it allows them to view and analyze all of the gathered data in Excel.
ADDING A NEW INPUT FIELD
To access the input field settings, go to the Locations Settings > Input fields & Labels page.
To add a new input field, click the green button +NEW FIELD. From the drop-down menu, choose what kind of input field to add.
You can add multiple types of input fields:
Email
Phone number
Date field
List with premade answers
Text field for typing in comments
Website link allows relevant links to be saved to a visitor.
An example hyperlink could be an internal CRM profile, added automatically via custom API integration.
Use the search bar to find an Input Field, or filter the displayed fields by field type from the All input fields button from the top column.
To delete an Input Field, hover over the field and click on the trash icon from the left side of the row.
CONFIGURING INPUT FIELDS
When adding a new field or clicking on an existing one, the settings page will let you modify the input fields.
Enter the input field title, which will display on the Service View, iPad check-in kiosk, and Visit Planner. Configure the Input Field settings further and click on the Save button.
Display the field for all Services or only for selected Services.
Make it required during check-in or before finishing the service.
Required before finishing service setting is useful for situations where front-line staff needs to collect additional information from the visitors during the service.
Enable the visitor-facing title option to display an alternative title to the visitors on the iPad and Visit Planner during check-in. The new title will replace the input field name which was entered by the user on the iPad Settings page.
Additional options with List type input field:
You can use the List field to ask visitors multiple options or multiple answer questions during check-in.
Rename and change the color by clicking on the list options. Delete the option by clicking on the trash can icon.
By enabling Allow multiple options to be selected, clerks can select more than one option as the answer.
By clicking the +Add option, you can add answer choices.
Reorder input fields by clicking on the dotted icon in front of the option. Drag and drop it to move its order.
DISPLAYING INPUT FIELDS IN THE WAIT LIST
Location Manager users can choose to hide or display specific input fields from the left-hand waitlist by clicking on the gear icon inside the SERVING NOW category box.
NB! Any change you make will affect all clerks at the current location.
