ADMIN: Office Location Custom Fields

ADMIN: Office Location Custom Fields

🏗️ Adding Office Custom Fields

If you need to track specific information for your office locations that isn't included by default, you can create your own Custom Fields.

📂 Create a Field Group

First, you'll need to create a "Group" to house your custom fields (e.g., "Utility Info" or "Lease Details").

  1. Click the Settings Icon ⚙️ in the upper right corner.

  2. Select Office Custom Fields from the Company section.

  3. Click the + Add Group icon in the upper right corner.

  4. Enter a Group Name and press Create.


📝 Add Individual Fields

Once your group is ready, you can start adding the specific data points you want to track.

  1. Within your new group, click the Add Field button.

  2. Fill out the field details (name, type, etc.) and click Create.

  3. Organize: You can drag and drop fields to rearrange their order.

  4. Edit: Use the three-dot action button to edit or delete fields at any time.


📍 View Your New Fields

Now that you’ve set them up, here is where you can use them:

  1. Navigate to Settings ⚙️ > Office Locations.

  2. Select an office and open the Office Details tab.

  3. Your new custom groups and fields will appear there, ready for you to input data! 💾


💡 Pro Tip: Groups help keep your data organized! If you have a lot of custom information, try splitting them into separate groups like "Building Maintenance" and "Tech Specs" for a cleaner look.