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