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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

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  • Click the dropdown menu to view available custom fields

  • Select the field you want to add, then click the plus (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.

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