Custom Fields are fields you create and manage to capture any additional information you want in Syncro. While you can also create Custom Fields for Assets and Tickets, this document focuses specifically on Custom Fields related to (Customer) Organizations and Contacts/End Users.

Note: Customers are in the process of being renamed to (Customer) Organizations, and Contacts to End Users. You may see both in Syncro for the time being.

Create a New Custom Field

To create a new Custom Field for a (Customer) Organization or a Contact/End User, follow these steps:

1. Navigate to the Admin tab.
2. Locate the Customers section in the left navigation.
3. If you want to create a Custom Field for:
   1. (Customer) Organizations, then select “Customer Custom Fields.” 
   2. Contacts/End Users, then select “Contact Custom Fields.”

Syncro displays the (Customer) Organization or Contact/End User Custom Fields table, which may be empty the first time you visit. These tables work exactly the same way. 

4. In the upper right corner, click New Field. 
5. Enter a Name for your Custom Field, and use the Field Type dropdown to select its type. 
   

   Naming Custom Fields

   As you begin creating Custom Fields, there are a few important things for you to know:

   - Special characters (such as “/” and “?”) are not allowed in the names of Custom Fields.

   - If you use the same Name for two different fields, your information won’t save properly or may cause errors when you try to save.

   - If you rename a Custom Field that's still in use, values entered under the original name will no longer be accessible. However, if you revert back to that Custom Field's original name, Syncro will restore access to those values.

    

    

   Custom Field Type Options

   This table describes the different types of fields you can use as Custom Fields:

   Type	Description
   Text Field	Creates a single-line text field for free-form information. Use this for short text input.
   Check Box	Creates a single checkbox with the Name you specify to its right. For example, you could categorize some (Customer) Organizations as “VIPs” (or not) using a single checkbox.
   Drop Down	Creates a drop-down menu with a list of choices, from which you can select one option. For example, you can create a drop-down menu called “Industry” to track whether your Customer (Organizations) are in “Medical,” “Hospitality,” “Financial,” etc. industries. Click Add Answer for each choice you’d like to be able to select. You can also click the dropdown arrow in the Dropdown Entry field to select an icon to associate with the choice. Click the “remove” link associated with an answer to delete it.
   Web Link	Creates a field that accepts a text, which is converted into a clickable hyperlink. Some common uses include a URL to an external documentation resource, or to the Customer (Organization)'s page in another tool.
   Text Area	Creates a multiple-line text area for free-form information. Use this for longer text input.
   Date Field	Creates a field that when clicked, pops open a calendar for date selection. Alternatively, you can type a date in the format MM-DD-YYYY.
   Popup	Creates a pop-up window that displays the information you enter in the Name field during creation of a new Asset, Contact/End User, Customer (Organization), or Ticket.
   Scribble	Creates a text area that allows you to draw things (e.g. a signature or unlock patterns).

    

    

6. Click Create Field. The table displays your new field, with the Name and Type you specified as the first two columns.
   Tip: Use the triple line icon () to reorder your Custom Fields. The order they appear in this table is how they’ll appear in other areas throughout Syncro. 

View & Edit Custom Field Values 

Tip: Syncro indicates the Type of Custom Field (i.e., checkbox, text field, dropdown menu, etc.) with a small icon to the left of the field label.

For Custom (Customer) Organization Fields

Any Custom Fields you've created for Customer (Organizations) appear on the Custom Fields subtab, which is available whenever you create a new (Customer) Organization or edit an existing one:

This is where you can supply values for each Custom (Customer) Organization Field.

You can also view Custom (Customer) Organization Fields in the Custom Fields section at the top of their Details Page, on the Overview subtab:

Click Edit to change the values for the fields.

For Custom Contact/End User Fields

You can view Custom Contact/End User Fields and supply/edit their values in the Custom Fields section of a Contact/End User's Details Page.

Edit or Delete Custom Fields

Once you've created Custom Fields for (Customers) Organizations and/or Contacts/End Users, you may want to change or delete them.

To edit or delete your Custom Fields, follow these steps:

1. Navigate to the Admin tab.
2. Locate the the Customers section in the left navigation.
3. If you want to edit or delete a Custom Field for:
   1. (Customer) Organizations, then select “Customer Custom Fields.” 
   2. Contacts/End Users, then select “Contact Custom Fields.”

Syncro displays the (Customer) Organization or Contact/End User Custom Fields table. These tables work exactly the same way. 

4. Click the Edit or Delete link for the relevant Custom Field.
   IMPORTANT: Deletions are immediate and irreversible. 

Tip: Whenever you create/edit a (Customer) Organization, you can click the Manage Custom Fields button in the upper right corner to navigate to the (Customer) Organization Custom Fields page, where you can create, edit, delete, or reorder your Custom Fields. For Contacts/End Users, use the “Manage Custom Fields” link on the Custom Fields section header on the Contact/End User's Details Page.