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> Sort extra fields by category

5 March 2021
Categories
Extra fields, Site settings
Tags

Support > Site settings > Sort extra fields by category

 Sort extra fields by category

You have the possibility to classify the extra fields by categories to facilitate the reading of the information. For example, “Order Number” and “Order Date” fields can be grouped into a “Order Information” category.

Note: Categories can be associated with orders/appointments or customers. Before creating your category, you must choose the desired location among these two options.

Add new category

  1. Go to the “Settings” module.
  2. From the sidebar, click on the “Extra fields” tab.
  3. Choose the required tab between “Order/appointment” and “Customer“.
  4. Click on the blue “Create a category” button.
  5. Define a “Name” for this category.
  6. Click on the blue “Save” button.

Delete a category

You can delete an existing category by following these steps:

  1. Identify the categorythat you want to delete.
  2. Click on “…” and “Delete“.
  3. Click on the blue “Confirm” button.
Note: When you delete a category, all fields associated with that category will also be deleted.

Set the order in which the categories are displayed

You can determine the order in which the categories are displayed by clicking on the arrows to the right of a category name or by a simple drag and drop. The order you define will be kept in the other modules, but also in the mobile application.

Related articles 🔍

> Add custom fields related to orders (filled in by field workers)
> Add custom fields related to orders (filled in by the Scheduler)
> Add custom fields related to customers (filled in by the Scheduler)
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    •       

    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us