Custom Client Data Fields

Custom data fields are useful for times when the admin would like the system to store a bit of information that it does not already have a place for.  For example, if the admin wanted to store each client's favorite color, they could create a custom client data field to record it.  This page is used for managing those fields and their properties within the system.  Custom data fields are only available in Ubersmith pro.

To add a new custom client data field click on the 'Add New Custom Client Data Field' button at the top of the page.

All of the currently defined custom client data fields are displayed on this page.  For each listed, the following is displayed:

Label: This is the common name for the data that is being stored.  Examples would be 'favorite color' or 'mother's maiden name.'

API Variable Name:  This is the variable name for the field.  It is usually based on the label of the field but has some extra requirements that make it usable by the API.

Type: This is the form field type of the custom data field as it will appear in the add or edit client popup.  There are three possible values, Text Input, Selection List and Text Area Input.

Options: This item displays information about how the form field will be presented.  For text inputs, the length of the field is displayed.  For selection lists, an example pull down menu is displayed.  For text area inputs, the number of rows and columns are displayed.

Default Value: This item displays the default value of the custom data field.  If data is not specified when adding a client, it is this value that will be assigned instead.  If no default value is set, the field will be empty when the form field is blank.

To the right of each listing is a link to edit the data field and a link to remove it from the system.  Clicking edit will bring up the edit field popup that will allow the user to update the settings of the field.  Clicking remove will remove the field from the system.  When removed, all data currently stored in client records for this field will be lost.