Custom fields in Manager.io allow you to create additional fields within your forms, enabling the capture of specific information suited to your business needs. You can access custom fields by navigating to the Settings tab, then selecting Custom Fields.
Manager.io supports five distinct types of custom fields, each varying in appearance and behavior:
Text Custom Fields:
These are the simplest type of custom fields, typically used for smaller text entries. Optionally, you can define a predefined set of values for convenient selection.
Number Custom Fields:
These fields are designed specifically for numerical data entry. They support displaying the totals in different views, offering ease when analyzing numeric information.
Date Custom Fields:
Intended exclusively for date entries, these fields display an interactive drop-down calendar to select exact dates comfortably.
Checkbox Custom Fields:
Ideal for representing binary conditions (yes/no or on/off), checkbox fields provide straightforward toggle options.
Multiple Value Custom Fields:
Use these fields to define a list of potential values from which users can select one or more options, providing flexibility in data capture.
When managing your custom fields, Manager.io allows various presentation and usage methods:
For further details, see Edit columns.
Displaying Custom Fields in Printed Documents:
To have custom fields appear on printed documents, incorporate their content using merge tags within Footers. For instructions, see Footers.
Using Custom Fields in Advanced Queries:
Through Advanced Queries, custom fields become powerful tools. You can select, filter, sort, and group data based on custom field values, enabling you to produce fully customized reports matched directly to your business requirements. For more information, see Advanced Queries.