Custom fields
In addition to the built-in fields, you can add custom fields to customers and tickets to collect more information and help expand your business data.
You can access the management list by selecting the "System" item in the LEFT SIDEBAR FIRST LINE menu and clicking the "Custom Fields" button.
Custom fields belong to items under a "Custom Field Category"; when adding a field,you must first set up and add the custom field category.
Add Custom Field Category
Data Type
FIRST LINE differs from other systems on the market. After clicking the "Add" button, this category will determine whether the category you add is used in the "Ticket" or "Customer" data structure, and it is further divided into "Form" and "Table" types:
Form Type Fields within the same category are recorded only once, such as zodiac sign, blood type, height, and other data that do not need repeated entries.
Table Type Fields within the same category form a record set and multiple record sets can be added. This is typically used to record customer history information, such as purchase records, medical records, etc., which may have more than one record set.
Select the type you need and click "Add" to proceed to the next settings page.
Once you save this category setting, the data type field cannot be changed.
Category Name
The display name of the category, such as Member Data, Family Data, etc.
Description
The description or notes for this category.
After saving and adding the "Custom Field Category", you can start adding and modifying by dragging to change the order and positions of its dynamic fields.
Add Custom Field
After you create a "Custom Field Category", click the field you dragged to edit it
The custom field interface will be displayed as follows:
1. Belonging category: the category to which the custom field belongs. 2. Field name: the display name, required. 3. Description: supplementary explanation for this field; if entered, it will be shown next to the field label to remind the user. 4. Field type: required; determines the data type of this field. Once you save this category setting, the type cannot be changed. 5. Default value: once this is entered, the value you set will be prefilled when a "Ticket" or "Customer" is created for the first time. 6. Is it required: if enabled, this custom field must be filled in when creating or saving a "Ticket" or "Customer" to pass validation.
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