Configuring Account - Additional Fields
By default, the New Account form has the required fields, where you can enter
important details about an organization. Sometimes, you may need some additional
fields in the New Account form. You
can add your own fields using the Account Additional Fields configuration.
To add your own custom fields in the new account form
- Login to the SupportCenter Plus application using the user
name and password of a SupportCenter Plus administrator.
- Click the Admin tab in the header pane.
- In the Users block, click the Account - Additional
Fields icon
. The next page is a form, where you can enter the field label and
description of the field. You can add three types of fields in the form: text,
numeric, and date/time. These three are available in three tabs as shown below:
- To add the text fields, enter the label name in the form
fields below the Label heading. If required, enter the description
for the field.
- You can choose the type of text field that you wish to add
by selecting the radio buttons. A Single-line text field allows you to add
just a text field. The Multi-line text field allows you to add a text box
where a lengthy description can be added. A Pick List allows you to add a
list menu from which you can select. In all the three cases, you can add default
values for the text field in the space provided for the same.
- To add items for the pick list, enter the value in the text
filed and click Add Item. The value will get added to the list below.
To select the default selected value of the list, click on the value in the
list.
- To add numeric fields, click the Numeric tab and then
enter the label name in the form fields provided for the same.
- To add date/time fields, click the Date/Time tab and
enter the required details.
- Click Save. A message for successful creation of the
fields is displayed.
These fields appear under the grouping Additional Account Details in
the New Account form. To delete the user-defined fields, in step 4 through
8, instead of adding the label names, delete the label names that you wish to
remove from the fields of the form and click Save. The respective fields
that you deleted will be removed from the New Account form.
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