Custom Fields

Custom fields are a powerful feature that lets you add custom data to claims. You can require that customers fill these fields out at different points of the return process in the customer portal, and you can require that somebody filling out an inspection report fill out the custom field as well.

Adding Custom Fields

Custom fields must be set up before they can be used. Add a custom field by clicking the ”+ Add Custom Field” button.

• Name: The name will show up to the user when they are filling out a custom field.
• Description: The description will appear to the user as helper text wherever it is shown. This includes the customer portal and the merchant app. If the “Name” is Serial Number, a helpful description might be The Serial Number can be found on the back of the device.
• Value Type: The data you want to store on the custom field must be specifically defined. You can choose Text, Number, Date, Select.

The “Select” data type will produce a dropdown that the user can select from. When you define a “Select”, you must define the different text elements that must be chosen from. This list of values will be separated by commas. For example - if you want the user to be able to choose from a list of colors, you would fill the field out as “Red, Green, Blue”.

Editing Custom Fields

Custom fields can be deleted, or adjusted.

If you choose to edit a custom field, you can adjust the same fields that you can create as part of a new custom field.