User- Additional Fields

User- Additional Fields

Based on your requirements, the default user record can be customized using different types of additional fields. This is useful to capture user-related additional information.


To configure additional fields: 

    1. Go to Admin>>Users>>User-Additional Fields (portal specific fields)

    2. Click Add Field and select the required field type.

    3. Provide details such as Field Name, Description, and Default Value (if applicable).

    4. Finally, click Save. 

If you have enabled multiple portals, then you can configure additional fields for users across portals. To do this, go to Global Settings>>User Management>>User-Additional Fields.

 


 



View, edit, or delete user additional fields.


You can view all user additional fields and perform various actions under Admin>>Users>>User-Additional Fields (for single portal setups) or Global Settings>>User Management>>User-Additional Fields (for multi-portal setups). 

 

  • To edit a field, click the edit icon. Make necessary changes and click Save.

  • To delete a field, click the delete icon against the field. 


    • Related Articles

    • Account- Additional Fields

      Based on your requirements, the default account record can be customized using different types of additional fields. This is useful to capture additional information about your customer.   To configure additional fields:  1. Go to Admin>>Account ...
    • Time- Entry Additional Fields

      Based on your requirements, the default time-entry record can be customized using different types of additional fields. This is useful to capture additional information pertaining to time-entries.   To configure additional fields:  1. Go to ...
    • Product- Additional Fields

      Based on your requirements, the default product record can be customized using different types of additional fields. This is useful to capture product-related additional information.   To configure additional fields:  1. Go to Admin>>Account ...
    • Sales - Additional Fields

      Based on your requirements, the default sales record can be customized using different types of additional fields. This is useful to capture sales-related additional information.   To configure additional fields:  1. Go to Admin>>Account ...
    • Request- Additional Fields

      Based on your requirements, the default request record can be customized using different types of additional fields. This is useful to capture request-related additional information.   To configure additional fields:  1. Go to Admin>>Helpdesk ...