Organization Custom Field

What are Custom Categories and Fields

• "Custom Categories" are categories that can be added in the "Summary" tab of an organization in addition to the default categories, and which can hold "Custom Fields".
• "Custom Fields" are fields that can be added in the "Summary" tab of an organization. They have to be added either to a default or a custom category.

Creating a Custom Category

1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization fields".

2. Click on "Add new category".
   

3. Fill out the fields and click "Save".
   

Creating a Custom Field

1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization fields".

2. Open the category under which the custom field will be added. It can be a default or custom category.
   

3. Click on "Add Field".
   

4. Fill out the name of the new field and select the desired type of field. Click "Save".

Editing a Custom Category or Field

1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization fields".

2. Click on the 3-dots next to a custom category or custom field and click on "Edit" from the dropdown menu.
   

3. Edit the fields and click "Save".
   

Deleting a Custom Category or Field

1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization fields".

2. Click on the 3-dots next to a custom category or custom field and click on "Delete" from the dropdown menu.
   

3. Confirm the deletion by clicking on "Delete".
   

Re-ordering Categories and Fields

1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization fields".

2. Click to drag and drop to re-order fields.
   

Displaying/hiding Categories and Fields

1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization fields".

2. Click on the 3-dots next to a category or field and select hide/show from the dropdown menu.