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Info

Note: This is a Premium feature not included with the Basic subscription.

Steps to Create Custom Fields

  1. Log In:

  2. Navigate to Custom Fields:

    • Go to Users > Custom Fields, then click the blue Create Custom Field button.

  3. Set Up Your Custom Field:

    • Enter a name for the field.

    • Select a Field Type from the dropdown menu. Options include:

      • Checkbox

      • Date

      • Dropdown

      • Text

    • The field is enabled by default. If you do not want to use the field immediately, click the slider to disable it.

  4. Save the Field:

    • Click Save.

  5. Configure Dropdown Field (if applicable):

    • If you selected a Dropdown field, click Create Dropdown Item.

    • Enter a name for the item, click Save, and repeat for any remaining dropdown options.

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