Manage Fields

Feature Availability

Field customization is available on the Professional and Enterprise tiers. The Simple tier uses default fields only.

The Fields section provides a powerful drag-and-drop interface to customize the data fields for various record types, including Claims, Leads, Contacts, and Companies. This allows you to tailor the application to your specific workflow and data requirements.

How it Works

1. Select a Record Type: Use the Filter dropdowns at the top to choose which record and section you want to customize (e.g., Claim > Overview > Loss Details).
2. Add New Fields: Drag a field type from the left-hand menu (e.g., Text, Dropdown, Date) and drop it into the list on the right.
3. Configure the Field: A modal will appear where you can set the Label and other options, such as:
   • Required: Make the field mandatory.
   • Hidden: Hide the field from view.
   • Available in External Portal: (For claim fields) Choose whether this field is visible to clients in the External Portal.
4. Reorder Fields: Drag and drop existing fields to change the order in which they appear on the record page.

Field Types

You can add the following types of custom fields:

• Text: A single line of text.
• Multi-line text: A larger text area for detailed descriptions.
• Checkbox: A simple true/false checkbox.
• Dropdown: A dropdown menu with customizable options.
• Date: A date picker.
• Number: A field for numerical input.

Managing Dropdown Options

For dropdown fields (like Claim Status or custom dropdowns), you can click on the field to open the Select Option Manager. Here, you can add, edit, or delete the available options in the list.