Custom fields

If there is a piece of information you want to add to your users and/or companies profiles then you can add these customfields in the advanced settings. This article will explain how this can be done.

The home page

To find the custom fields feature within the admin panel:

1. Hover over to settings.

2. Select 'Custom fields'.

Managing custom fields

Creating a new field

There are a number of different types of fields you can create. They are:

• Yes/No - A tick box.

• Numeric - A numerical digit-only field.

• Text - A text character field.

• Link - To add an external URL link.

• Phone Number - A phone number field.

• Address - An address field.

• Select - Option to add multiple different options

• Document upload - Possibility to upload documents

The process for adding each of these is broadly similar:

1. Open the additional data fields home page.

2. Select the type of field you want to add from the buttons along the top (described above).

3. Complete the fields as applicable (Any fields marked with a * are mandatory). 4. Click on 'Save changes'.

Note: Different or additional options may apply to some of the custom fields you can create, and therefore may not be represented in the video example above.

Editing and deleting new fields

Each new field has two icons to its right (Under actions):

​- Edit icon: Click here to make adjustments similar to when you're creating a new field. - Delete icon: Click here to remove the custom field altogether.

Note: Edits to your new field will apply immediately for any new users/companies etc, however, old users remain unaffected until edited, even if the new field is now mandatory.

The result

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