Customer Custom Fields

Adding Custom Fields to Your Customers

Summary:
This guide outlines the requirements and implementation details for adding Custom Fields to Customer records in Fleet360. This feature is aimed at improving flexibility in reporting and API access, particularly for enterprise clients with large, complex datasets.

In addition to UI configuration, the feature must support bulk import of both field definitions and values to accommodate enterprise-scale use cases.

Setup Instructions:

1. Navigate to Organization

   • Go to Organization>Settings>Customer Custom Fields

2. Add a New Field

   • Click the ( + ) icon to add a new field.

   • Choose a name/description for your field (e.g., “Tax ID”, “Accounting Code”, etc.).

3. Save Your Changes

   • Click Save to add the field to your system.

Customer Custom Fields Setup Screen

• You can now fill in or update the information properties for each custom field as needed.

• Admins can define:

  • Field Type (Text, Number, Date, Dropdown)

  • Required/Optional

  • Dropdown options (if applicable)

  • Active/Inactive status

Field/Option	Field/Option Description
Field Type	Text, Number, Date
Field Length	Text and Numbers between 1 and 99
Required	Optional Setting that makes the Field a required entry in the Customer File
Disable Selector	Check this box if this custom field should no longer be added to a Customer file. When this box is checked, when searching the list to add to Customer Custom Fields in the Customer file, a disable custom field will not appear in that available list.
Dropdowns Selector	Check this box to leverage secured dropdown values which limit users to selecting only the items listed in the dropdown as a field value. This helps with data accuracy and consistency.

Deleting a Custom Field

You can delete a custom field by clicking on the trashcan icon next to the field name, confirm Delete when the pop-up window shows.