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 show up in the Service View in the Add and Edit menus.

NB! 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 history page. This can be especially valuable for managers as it allows them to view and analyze all of that gathered data in Excel.

Required access

Input fields can be configured by Location Managers, Administrators and Owners.

Accessing input field settings

To add a custom input field, exit from the Service View with the Close button. 

In the navigation menu, select Location and then Input Fields.

You will see a list of input fields. By default, the list looks like this:

Adding a new input field

To add a new input field, click the green button labeled "Add New Field". A popup will ask you for what kind of input field to add.

You can add multiple types of input fields:

  • Text fields allow any text to be saved with a visitor.
    Useful text fields can be: email address, notes/comments.
  • Hyperlinks allow relevant links to be saved to a visitor.
    Useful hyperlinks can be: internal CRM profiles, added automatically via custom API integration, or even a Google search for the visitor's name!
  • Select boxes allow the clerks to pick between multiple values.
    Useful select boxes can be: resolution, follow-up notes, ...

Click on the desired option to continue setting it up.

Configuring the text or hyperlink field

When adding a new field or clicking on an existing one, the settings page will let you modify the input fields.

This page lets you set up the input field. 

  • The Title box will let you set the input field's title, which is displayed above the input field when adding or editing a visitor.
  • By enabling Mandatory option, this input field cannot be left empty while adding or editing a visitor.
  • By enabling Show only on specific lines, this field will only be visible on specific lines.
  • Click on the Save button to save the new input field.

After setting up the text or hyperlink field, it will be visible in the Service View in the Add and Edit menus.

Configuring the select box

After adding a select field, you will see this page.

  • The Title box will let you set the input field's title, which is displayed above the input field when adding or editing a visitor.
  • The Options list allows you to add any options needed to the select box. To add a new option, press the + symbol on the right, and to remove an option, press the - symbol. 
  • To set an option's color, click on the color box on the right side to choose.
  • By enabling Mandatory option, this input field cannot be left empty while adding or editing a visitor.
  • By enabling Allow multiple options to be selected, more than one options can be selected.
  • By enabling Show only on specific lines, this field will only be visible on certain Lines. 
  • Click on the Save button to save the new input field.

After setting up the select box, it will be visible in the Service View in the Add and Edit menus.

Using multiple options allows you to set up standard answers to common questions you have for or about your visitors.

Reordering input fields

To reorder input fields, it is possible to drag and drop them where you want in the input field list. Simply click and drag the input field by the little icon on the left side. 

Did this answer your question?