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Rep Custom Fields

Updated

Custom Fields are designed to give ultimate flexibility in managing your data. When adding a custom field, you will create a database field that is available across all member records for tracking additional desired information.

Custom Field Types

  • Text: Displays a field where text can be entered. Maximum size: 8000 characters

  • Boolean (True/False): Displays a check box that can be selected or cleared.

  • Date/Time: Displays a field where a date can be entered in many formats i.e. 9-7-06, 9-7-06, Sep 7 2006, Sep 7 06, 9/7/06 but once saved, will always display in the following format: 09/07/2006

  • Number - Integer: Displays a field where whole numbers may be entered. Maximum size: 10 whole numbers

  • Number - Decimal: Displays a field where numbers with up to 2 decimal values may be entered. Maximum size: 14 whole numbers, 2 decimal values

  • Drop Down List: Displays your designated list of options that may be selected.

 

  1. On the member's Reps tab, expand the Custom Fields section if needed.

  2. Click Add/Edit Custom Fields.
  3. Click Add a Field.

  4. Type desired field name (Maximum characters: 128)
  5. Click the Data Type arrow.
  6. Choose the desired data type.
    • If the selected data type is Text, type the desired Text Size.
    • If the selected data type is Drop Down List, enter the desired list of items.
  7. Choose the permission members to have to this field.
    • Set the field to disabled to not display this field in the MIC
    • Set to Read if the member should be able to see this field, but not be able to change it
    • Set this field to Read/Write if the member should be able to see and change this field
  8. Enable MIC Search if you wish for your members to be able to search for this field in the MIC.
  9. Click Continue.
  10. Click Save & Exit.

 

If you wish to add additional options to a custom field that has been setup as a drop-down list:

 

  1. On the member's Reps tab, click the Add/Edit Custom Fields in the Custom Fields area.

  2. Click the Edit Items link for the field you wish to update. The edit items link is only displayed for custom fields that have been set up as a drop-down.

  3. Enter the additional choices you wish to include in the drop-down list. 
    NOTE: 3 textboxes are available by default for your choices, if additional choices need to be added, click the plus icon.
  4. Click Continue.
  5. Click Save & Exit.

 

  1. On the member's Reps tab', click Add/Edit Custom Fields in the Custom Fields area.
  2. Click the check box at the end of the row of the Field Name that you wish to remove.
  3. Click Remove Selected Fields.
  4. Click Save & Exit.

 

NOTE: All data in the custom field will be deleted.

 

  1. On the member's Reps tab, select Add/Edit Custom Fields in the Custom Fields area.
  2. Click on the text of the Field Name.
  3. Make the desired field name change.
  4. Click Save & Exit.

 

  1. On the member's Reps tab, select Add/Edit Custom Fields in the Custom Fields area.
  2. Click and drag the field to the desired location.
  3. Click Save & Exit.