Custom fields in ToolWatch allow you to capture additional data tailored to your organization’s needs.
Follow these steps to create and manage custom fields:
Creating a New Custom Field
In the left-hand panel, click on the Administration dropdown.
Select Custom Fields from the list.
Click the Create New button.
In the Record Type dropdown, choose one of the following:
Cost Centers
Employees
Item Details
Locations
Vendors
Enter a Label for the custom field. This will automatically populate the Custom Field Name field.
(Optional) Add a Description to provide context for the field.
Click Save to finalize the new custom field.
Viewing and Filtering Custom Fields
All created custom fields are displayed in the Custom Fields window.
Use the column headers to filter and locate specific fields.
Editing a Custom Field
Locate the custom field you want to modify.
Click the Edit button to the right of the field’s row.
Make any necessary changes.
Click Save to update the field.