Organization Custom Field

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Important

This can only be done by an Admin.

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.

Organization Custom Field 1

Note

Any changes will be applied to all users under your company account.

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".

Administration 1.png

Customization.png

Organizations.png

Customize organization fields.png

  1. Click on "Add new category".
    Organization Custom Field 2

  2. Fill out the fields and click "Save".
    Organization Custom Field 3

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".

Administration 1.png

Customization.png

Organizations.png

Customize organization fields.png

  1. Open the category under which the custom field will be added. It can be a default or custom category.
    Organization Custom Field 4

  2. Click on "Add Field".
    Organization Custom Field 5

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

Info

Learn more about Manatal's type of fields in this article.

Organization Custom Field 6

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".

Administration 1.png

Customization.png

Organizations.png

Customize organization fields.png

  1. Click on the 3-dots next to a custom category or custom field and click on "Edit" from the dropdown menu.
    Organization Custom Field 7

  2. Edit the fields and click "Save".
    Organization Custom Field 8

Deleting a Custom Category or Field

Note

Default categories and fields cannot be deleted.

  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".

Administration 1.png

Customization.png

Organizations.png

Customize organization fields.png

  1. Click on the 3-dots next to a custom category or custom field and click on "Delete" from the dropdown menu.
    Organization Custom Field 9

  2. Confirm the deletion by clicking on "Delete".
    Organization Custom Field 12

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".

Administration 1.png

Customization.png

Organizations.png

Customize organization fields.png

  1. Click to drag and drop to re-order fields.
    Organization Custom Field 10

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".

Administration 1.png

Customization.png

Organizations.png

Customize organization fields.png

  1. Click on the 3-dots next to a category or field and select hide/show from the dropdown menu.
    Organization Custom Field 11