Adding Job Custom Fields

Track additional information for each job by creating custom fields. For example, you could create a 'Region' field to track where a job is located. The new field displays in the Job Info section of the Job Detail page for all new and existing jobs. You can also display the field on the Jobs or Calendar page. Information that does not apply to all jobs or information that may have multiple values per job should be tracked using form fields instead. If you delete a custom field, any information that had been entered for that field will also be deleted.

1. Go to Job > Edit Settings
2. In the Job Custom Fields section, click on
3. Enter a name and select one of the following data types:
   • Auto-number - use to automatically assign the next sequential number. Use the checkbox to indicate whether values should be generated for existing jobs. You have the option of assigning a number to all existing jobs or just new jobs. If you change the data type of an existing custom field to auto-number, you have the option of assigning a number to all existing fields that are blank. Fields with existing values will remain unchanged.
   • Currency - use for fields you may want to summarize on the calendar or reports, only numbers are allowed. The field will print with a currency symbol and 2 decimal places.
   • Date - use to ensure a valid date is entered and allow reporting based on dates
   • Link - use for a hyperlink to a website, or the location of a file or folder on your network. For a website, use the complete address such as http://www.moraware.com. For a folder on your local network use the format \\machinename\sharefile\foldername.

     NOTE: The names cannot contain any spaces. Local network links aren't supported by Mozilla Firefox. Use Internet Explorer instead.

   • List of values - use when you want to define the values for a field such as regions or job types
   • Multi-line text - use for long data entry fields such as notes
   • Number - use for fields you may want to summarize on the calendar or reports, only numbers are allowed
   • Separator - use to create section dividers on the Job Detail page when there are many custom fields.
   • Text - use for data entry fields up to 80 characters
4. (Optional) To display your new custom field on the Jobs or Calendar page:
   1. Go to Job > View Jobs or Calendar > View Calendar
   2. Click on .
   3. Click on and select the fields you'd like to display. Drag and drop the fields to change the order.
   4. If you want to save this view click on , type in a name and click OK.
   5. (Optional) If your field has a data type of "List of Values" or "Date" you can also use it to add a filter.
   6. (Optional) If your field has a data type of "Number" or "Currency" you can display the daily total on the Calendar.
5. (Optional) To display your new custom field on a job form:
   1. Go to Job > Edit Settings
   2. Double-click on the Form Template name
   3. Click on the form where you'd like the field to appear and select Insert Field...
   4. Select Job Info as the data type and then click on and select your new field