Custom Fields - How to create and use them

Custom fields are essential data points that are required by your customer while creating a booking and that will be displayed at different places as per the company’s requirements. E.g. Employee ID, Department name, PO numbers, etc.

Custom fields are set up at an individual customer level. To add custom fields for a customer go to Masters - Customers - Select the customer - click on Custom Fields - Add field

Once you click on Add Field you will see the following:

1- Name: Enter the name of the custom field to be created

2- Field Type: Under this you have 2 types - Text or Select

1. Text - Select this to create a field that requires a text input.
2. Select- Select this to create a field with a dropdown menu that requires the user to choose an option.

3- Show in the add booking section - If this is selected, you will be able to enter data for this field while creating a booking. Under this, you will see 2 additional options

1. Visible to customer - (Show on invoice and in booking confirmation) - If this is selected, the custom field information will be visible to your customer on the invoice and when booking confirmation is sent.
2. Is the field always editable? - If this is selected, you will be able to edit the data in this field once entered
3. Once you select ‘Show in the add booking section’ it will also display the option to Make field entry mandatory while adding a booking - If this is selected, it will become compulsory to enter data in this field while creating a booking

4- Show in the duty slip - If this is selected, the custom field information will be included in the duty slip

5- Searchable - If this is selected, the custom field will be searchable in Duties/Bookings and Billing section

6- Show field name on the invoice and duty slip- If this is selected, the field name will be visible in your invoice and duty slip

How to create a custom field when ‘Deny Booked by, Passenger and Additional contact info to be added to Masters’ is selected?

To create a custom field when there is a restriction to enter new Booked By/ Passenger details, go to Custom Fields - Add Field - Select Show in the Add Booking section > Select Is field always editable > SAVE

By doing this, you will be able to create a field to add custom information while creating a booking even with the Masters restriction.