ADMIN: Office Location Custom Fields

Office Location Custom Fields 

If you want to create custom fields to keep track of additional information in your Office Locations Details Tab, you can do so.

1. Go to the Settings Icon in the upper right hand corner of ClientBAY.
   
2. Select Office Custom Fields from the Company Section. 
   
3. This will take you to a screen where you can create a Group Name for the additional information you want to track by pressing the +Add Group icon in the upper right hand corner. 
   
4. Give the Group a Name and then press Save.
   
5. Once that Group is created, you can then create the individual fields under that Group by pressing the Add Field button and then filling out the information on the individual fields that you want to track.
   

You can also drag and drop the fields around under the Group to ensure you have them organized how you want them to display.

Now when you go back to your Office Locations (Settings - Office Locations), you will see those fields displayed for you to track that information under the Office Details tab.

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