You can create custom fields to store specific information for your company. Custom fields are created for a particular MODULE such as Customers, Cases, Returns or Parts Requests and have limits based on your plan and the custom field type.
Custom Field Types
|Text||Used for single-line text including any combination of alpha-numeric characters|
|Dropdown||Allows users to choose an option from a list of values|
|Checkbox||Used to store a true or false value|
|Date||Allows choosing date values with date picker control|
|Number||Used to store numeric values of positive integer only|
|Money||Stores a money value to 2 decimal places|
Custom Field Limits
Note: All custom field limits are per module i.e. On the Professional Plan, you can add 10 custom fields in Customers, 10 fields in Cases, 10 fields in Returns, etc.
1. What is a Module?
SupportSync organizes information into different classes with associated forms that we call "Modules". These modules include the following:
- Parts Requests
- Test Entries
2. Field Limits for your plan:
There is an overall limit per module that includes all field types based on your current plan.
|5 per Module (25 Total)||10 per Module (50 Total)||*Contact Us|
3. Field Limits by field type:
The field limit is made up of any combination of the following field type limits:
Note: Text, Dropdown and Checkbox fields combine for a common maximum limit.