Why use custom fields?

• Generate data points
• Triggers for workflows
• Qualification questions
• See ConnectWise University Article for more suggested ideas

Plan, test, implement

• First determine what is the desired result, what area does it apply to?
• Determine if a Custom Field is available.  Navigate to System > Setup Tables > Custom Fields to browse through the available choices.
• What type of field is needed?
  

  – Button: Adds a hyperlink in the Button URL field. There is a character limit of 1,000.
  – Checkbox: Used for simple Yes / No or On / Off answers.  This will display as a check box.
  – Date: Displays a standard date picker field.
  – Hyperlink: Displays a text entry field to enter a URL and will be accompanied by a button to visit the hyperlink.
  – Number: Displays numerical values only. You will be prompted with an error message that displays ‘Option value must be a number’ if text is entered.
  – Percent: Displays numerical values only. You will be prompted with an error message that displays ‘Option value must be a number’ if text is entered.
  – Text: Displays alpha-numeric values. There is a character limit of 100.
  – Text Area: Displays alpha-numeric values. There is a character limit of 1,000. The list and drop-down method of entry is unavailable for this option.

• Defining the location and department association allows the Custom Field to only be applied to the selected area.

At Visionary 360, we use a variety of Custom Fields in our company.

• Check boxes in the Company details area allows us to quickly track verticals in the company search screen.
• URL field in Ticket allows storing of Zoom session URL’s.  This allows quick access to a session without leaving the ticket.
• Drop down field in Ticket allows changing of a board for a ticket to another board where the user does not have access to.  The field allows a trigger to be used in workflows.

The use for Custom Fields is only limited to your imagination.  Happy customizing!