Custom Fields by Type (Contact, Job, WO)
Custom fields should be linked to the contact type (the same should apply to job type, and WO Templates as well). This way we can have custom fields based on the contact type we are using. Instead of fields that aren't applicable to the contact type.
We love this idea.
Lyra Bertels commented
I am mostly interested in this for Jobs but it would be nice for customers too.
For example - We have a warranty department and are ordering replacement parts for customers. We would like to track things like case #s, part information, etc. We want to be able to create a report for those jobs and export to Excell workbook, so it's important to have separate fields to create the Excell table.
But not all of those fields are pertinent to our other jobs (solar installations). I don't like having to clutter the job fields and have fields in solar project management that are only used for the warranty department.
It would be great if when the Job Type is selected, there are certain fields that show up - see attached photo.
Avco Roofing commented
I support this immensely! please make this happen
Kevin McInerney commented
I really like that the forms are pop ups on the pages so you dont get brought around to 20 places to do something, but i feel like there needs to be a tiny bit more with them to make it really pleasurable to look at and fill out. Having different questions that are based on which job type you select for it would be a major help alone. Some other features that tie along with this would be the ability to position them a little more and not just top bottom. Also being able to make certain fields start appearing in the stage that they are needed. Thank you.
Natalie Perkins commented
We use this feature to track services. It would be helpful if we could change what input fields show up in the job depending on the job type.
Brandon Byrd commented
Show/Hide Fields based on answer of other fields.
Lets say I choose a Cash Job from the Job Type. I would like to hide all insurance fields that I have created based on that type.
I love this idea also. Very much agree that this would be super helpful.
Ashley Cleveland commented
Some of our jobs are retail and some are insurance. I would love to see insurance information as mandatory custom fields -- only if the "Retail" boolean was not selected. If it was (and the job was retail), the required insurance fields would disappear or become invalid.