How custom fields work
Community members have profiles that are linked to each of your locations. There are a series of default fields that are used to populate each profile. You can also add custom fields to record information that is not covered by the default fields.
You’ll need to enable custom fields as an add-on in your account before you can start using them in your community profiles. This add-on also enables custom fields in Contractor Manager (if this add-on is enabled in your account).
Once you’ve enabled the custom fields add-on, you can:
- Add custom fields for community members.
- Give each field a name or description.
- Drag and drop the fields to reorder them.
- Choose which fields should be hidden.
- Make fields mandatory or unique.
- Add new tabs so fields can be grouped.
Custom fields and tabs display in your community member's profiles as soon as the changes have been saved.
Custom field types
These are the custom fields that you can add to your employee profiles. Some fields can be marked as mandatory or set to include unique information.
| Field type | Set as mandatory | Set as unique | Conditions |
| Short text | Yes | Yes | Under 255 characters |
| Long text | No | No | |
| Yes | Yes | ||
| Number | Yes | Yes | |
| Single or multiple options | Yes | No | |
| Phone | Yes | Yes | |
| Date: single or range | Yes | No | |
| Time: single or range | Yes | No | |
| Address | Yes | Yes | Can show address in Google maps |
| Checkbox | No | No |