Call2Field Help Manual

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====== Design Custom Info ======

The Design Custom Info screen is used to create your 'Extra Info' tabs which appear against the [[Customer]], [[Site]], [[Equipment]] and [[Quote]] screens. When you open this screen, you can use the dropdown field at the top to pick which of these screen types you wish to create/edit.

{{ :designcustominfo.png?800 |}}

You can add individual Tabs which can be used for different purposes & made specific to certain Products/Groups. Within these tabs, you can then use the 'Add Field' button to add individual fields.

Enter the label text and pick an answer type (these are detailed below)

{{ :designcustominfoaddfield.png?500 |}}

Once you have created your Custom Info page, this will then appear as a tab against the screen you chose (e.g. Customer).

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==== Answer Types ====

There are six Answer Types which can be chosen - these are detailed below:

^Answer Type^Description^Extra Options^
|Text|Text field|Can be set as multiple lines|
|Number|Numeric field|Can set a minimum or maximum number, and/or allow decimals|
|Date|Date field with calendar-style dropdown|Can set whether to include time, and whether to allow past/future dates|
|Dropdown|Custom dropdown field with user's input as choices|Can allow multiple answers|
|Heading|A label to display a heading on the page|No extra options|
|Checkbox|a tickable box|No extra options|