Support > Site settings > Add custom fields related to customers (filled in by the Scheduler)

Add custom fields related to customers (filled in by the Scheduler)

The custom fields allow you to add additional information regarding customers. These fields are then filled in by the Scheduler when adding a new customer. These fields will be visible on the field agent’s roadmap (available on the mobile app). It can be additional information necessary to ensure that the field agent is able to complete an order. For example, the name of the prescriber, the name of the referring doctor, the name of the ordering person, another contact, the date of creation, etc.

Manage custom fields in settings

Add a new custom field

Go to the “Settings” module.
From the side menu, click on the “Extra fields” tab.

Click on the “Customer” tab.
Click on the blue “Create a field” button.

Note: In order to add extra fields, you must add at least one category by clicking on the blue “Create a category” button. The categories allow you to classify your custom fields. For example, customer information. To learn more, visit the support article about categories here.

Determine a “Name” for this extra field.
Classify the field in a “Category“.
Choose the “Field type” among the available options: text type, date type or integer number.
Click on the blue “Save” to confirm.

Note: You can determine the order in which the fields are displayed by simply dragging and dropping them from the table. The order you define will be kept when displaying the fields in other modules, especially in the new customer creation form.

Delete a custom field

You can delete a custom field by following these steps:

Identify the field you want to delete from the table.
Click on “…” and “Delete“.
Click on the blue “Confirm” button.

Note: It is possible to edit an existing field by clicking on “…” and “Edit”. However, the “Field Type” cannot be changed.

Fill in the custom fields related to customers

Once the custom fields have been created in the settings, you can fill them in for each new customer you add.

In the adding new customer form

After having added the “customer” extra fields, they are visible when adding new customers from the “Customers” tab of the “Resources” module.

Go to the “Customers” tab of the “Resources” module.
Click on the blue “Add” button.
Fill in the custom field(s) related to customers.

Note: The custom fields related to customers can also be filled in when you add a new customer from the modules used to add appointments. For example, from the ‘Make an appointment’ tab of the ‘Analyze’ module, simply click on the blue ‘Add a customer’ button and scroll down the ‘More information’.

In the customer import file

It is possible to fill in extra fields in the customer import file. Add a column to the Excel or CSV file. The column’s header must be entitled with the name of the extra field added from the “Extra fields”.

Note: During the route, drivers have the possibility to edit these customer extra fields from the mobile application.