Customer Custom Fields

Introduction

LMS lets you create a custom field if you need to track something that isn't tracked by default in the system. Customer custom fields can be created in either the Customer Information section or the Employer section. This article will go over creating a new customer custom field specifically in the Customer Information section. However, the process is the same to add a custom field to the Employer section; simply select the ‘Employer’ tab at the top of the customer fields screen instead of ‘Customer Information.'

Creating a Customer Custom Field

To create a new customer custom field, navigate to Settings > Customer > Custom Fields > Customer Fields inside your company account.

Click the blue 'Add' button in the top right corner. Once you do so, a new screen will pop up called 'Add/Edit Custom Field.'

The following options are available when setting up a customer custom field:

Field

Description

Active

Choose whether the field is displayed in the customer file.

Required

Choose whether the field needs to have a value in order to save the customer information.

Field Name

The name of the custom field. This name should distinguish this field from others you might create.

Field Type

Specify the type of data the field should hold. The options are: Associated Company, Checkbox, Currency Date, Date Time, Number, Percentage, Phone, Select, Text (maximum length 255 characters), Time, and Web URL.

Include In Credit Report

Choose whether the field value should be included in exported credit report data in your company’s account.

Default Value

The value this field will default to when a new customer is created.

Searchable

This option is only available if “Field type” is phone or text. Choose whether you can search for customers in the customer manager by the value entered in this field.

Max length (characters)

The number of characters that can be entered into this field. This option is only present if the “Field type” is Text or Web URL.

Display In Customer Info Popover

Choose to display the value from this field in the customer popover, which is accessible in the header of each customer account.

Configure Select Options

This option is only shown if “Field type” is set to “Select”. Here you can configure your select options. See the Entering Selection Options section below.

Column in the Customer Manager

Choose whether this field should be available to be displayed as a column in the customer manager.

Once you have entered the configuration data for the field, click Save.

Entering Selection Options

LoanPro provides a few templates for selections you might want, which you can access by clicking Preset Templates. These include:

  • Yes/No
  • TRUE/FALSE
  • Rent/Own/Live with relatives
  • US States

You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:

id_1, value_1

id_2, value_2

For example, if you want to enter a simple Yes/No selection, you would enter the options like this:

1, YES

2, NO


How did we do?


Powered by HelpDocs (opens in a new tab)