You can create a new custom field to appear on plans, clients, task & cases. Follow this interactive guide to setting up a custom field here.
Adding Custom Fields
Go to Settings from the right hand side menu
From here, select Custom Fields
Here you'll see all existing custom fields, including their type and whether or not they are required.
From the top, select Add new field
This brings up the following modal
Decide where this field should appear
Choose the type of field.
Enter in a name for the field.
Decide if this should be a required field (Mandatory) Consider which fields you want to make mandatory as this will impact every contact record, plan, case or task you work with on the system and be mandatory for all. This can also have an impact on importing data or live data feeds with providers, so make sure when marking a field as required that you are happy this will not cause any issues down the line.
Enter in help text for the field that will appear below it.
Conditions - This will allow you to make Custom Fields only appear for particular conditions.....
When being used on a record if a text custom field is populated with a URL or partial URL, Plannr will recognise this and provision an auto link, allowing users to easily navigate to the website listed.
Clients
Client Status - this will allow you to pick any of the Client Statuses you have configured within your Plannr site.
Cases
Case Type - this will allow you to pick any of the Case Types you have configured within your Plannr site.
Case Status - this will allow you to pick any of the Case Statuses you have configured within your Plannr site.
Plans
Plan type - this will allow you to pick any of the Plan Types currently available in Plannr.
Plan sub-type - this will allow you to pick any of the Plan Sub-Types currently available in Plannr.
Plan status - this will allow you to pick any of the Plan Statuses currently available in Plannr.
Tasks
Task Status - this will allow you to pick any of the Task Statuses you have configured within your Plannr site.
How do Conditions work?
You can multi-select more than one of the drop-down items, for example - if you wanted a Custom Field to appear for Not Started and In Progress Tasks, then you’d select the following:
Another example is if you just want the Custom Field to appear for Active Pension policies, you’d select the following:
If you select more than one condition, you’ll be asked if All must match (AND) or Any can match (OR).
If you delete a Status - the condition will no longer work. E.g. Task Status =
Save when ready!
Exports
Data entered in custom fields will always show in export regardless of conditions
Removing Custom Fields
Here you can see the options to edit or delete a field.
Re-ordering Custom Fields
You can re-order the custom fields by clicking and dragging on the six dots and moving the field to the position you'd like it to be in when displayed on your site.
