Facility Custom Fields Tab
For information on how to setup the Customer Custom Field Categories see the Facility Custom Field section in the Organization Settings.
Follow the below steps to add and update a custom field in a Facility File:
Access the Facility File
Navigate to Organization > Facility
From the list of Facilities, select the facility you want to edit
Open the Custom Fields Tab
In the selected Facility File, click on the "Custom Fields" tab
Add a Custom Field
Click the dropdown menu to view available custom fields
Select the field you want to add, then click the plus
icon to apply it to the customer record
Update the Field Information
Once the field is added, it will appear in the list and is ready for input
Enter the necessary data, then click the check mark to save the information
Important Notes:
If the field is marked as required, it will appear in red.
You will not be able to proceed until all required fields are filled in.
