Add Custom Fields

Add Custom Fields

Every business will have its own unique form fields. Form fields can be customized for every branch. ServiceFolder lets you do it with two types of form fields: Text field and drop-down field. To customize your forms, perform the following steps:

1. Click Tools from the main menu and choose Custom fields from the sub-menu.  

custom-fields-path

2. Choose Module from the drop down list for which the custom fields need to be made. 



3. Choose the Add Custom Field button on the right side of the page. 



To add a Text field, choose Text on the left side. On the right site add the Label for the text box and in the Length field, enter the maximum size you wish the customer wants to enter the text. 



To add a Dropdown field, choose Dropdown on the left side. On the right site add the Label for the dropdown box and in the Values box, add the values one after the other in a new line. 



4. Finally, click Save, to save the custom field details.