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Improved Custom Fields
Thursday, May 8th, 2008

A group manager can define up to five custom fields in the system. Once created, these fields are available in new and existing tickets, and may be used as filters in the list and report generator.

To add a custom field, the group manager will follow these steps:

  • Go to Options
  • Under Group Settings, go to Manage Group Account

Manage Group Account

  • Select Custom Fields

Select Custom Fields 

  • Click on Add Custom Field 
  • Select "TEXT" or "LIST" from the Custom Field Type drop-down

Create a Custom Field

  • Complete the information
  • Hit Submit
 

If you selected LIST, the following steps will show you how to enter the values for the drop-down list.

  • Click on the custom list
  • You will be able to add the different values for that list under Custom Field Option
  • Under Add new option, type a value and click add
  • Repeat until you are done inputting your drop-down list options.

  • Custom List Options


    A group manager can define up to five custom fields in the system.
    A custom field may not be deleted if field data exists in any record.


    Note: Wild cards * can be used to search text fields.



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