You are able to create multiple views and customize them to best fit your company's needs using page views. User Defined Fields, where you can create custom fields for your products depending on what you find to be necessary but are not included in our Standard Data Fields. If your customers have custom fields or other expanded data fields, they will be present for you without needing to change or update any settings. Also, please note that Admin permissions will be required to update the fields.
You can customize all of these fields by going to the 3-lined left menu button and clicking on "Page Views".
To Add a Field
Select an existing page view or click "Create" on the top left to create a new page view.
For a new page view:
Create a "View Name"
Select what type of view to apply it to (product details, or a project/quote or order table)
Click Submit.
Click the "Add Fields" button
Scroll through or search to click an Expanded Data Field OR create a User Defined Field.
To create a new field:
Click Create New Field
Enter a field name
Optional Selections:
Select the type of field
Short Text: single line text box
Date
Dropdown: Click "Add Value" to add a preset list to choose from
Long Text: multiple line text box
Number
True/False: True, False or None dropdown
Whole Number
Measurement: Define a default unit of measure
Click the "Private" toggle if it is an internal field meant for your team only. Default: Private is turned off and the field will be visible to your customers and suppliers
Add a Default Value for new items
Add Maximum Character Length or Maximum Value to limit user input
Click the "Save" button when finished
Verify your new or existing field is selected and click the "Add" button on the bottom right.
You can then arrange the fields to your liking by dragging and dropping the 3 lines on the left side of the fields.
After you have arranged them to your liking, you can choose where you would like to have these fields present. Meaning, you can choose what departments or what part of the catalog these fields are for. This is in case you have some customers that require certain fields, or if one of your departments require certain fields and some don't.
Navigate to "Apply Settings To" on the right-hand side
Click Catalog, Customers or Departments to apply your page view
Please note selections automatically save
To Edit a User Defined Field
Click the pencil next to the field name
Adjust any details
Click Save when finished
To Remove a Field
Click the X next to the field name
Please note this will remove the field from the page view. Please contact customer success if you wish to have the user defined field permanently deleted.