Workslayr’s flexible Custom Fields feature allows you to tailor the platform to your unique business needs by adding supplementary data points to various records. This capability extends beyond standard fields, ensuring that you can capture and track all relevant information essential to your operational workflow.
Adding Custom Fields to Clients, Leads, and Projects #
You can create custom fields for several core Workslayr entities, centralizing all critical data within the platform. For instance, when creating a new lead contact, any custom fields configured for leads will appear in the form. Similarly, if you add a new client or project, Workslayr will present you with the corresponding custom fields for those entities.
This allows your team to maintain a consistent record-keeping standard. Instead of relying on external spreadsheets or notes for unique client details or specific project requirements, you can embed this information directly into Workslayr, improving data integrity and accessibility.
Managing Custom Fields #
To manage your Custom Fields, navigate to ‘Settings’ in the left navigation bar. Within ‘Settings’, you will find a dedicated section for ‘Custom Fields’. This section provides a centralized hub to create, edit, and organize all custom fields across different modules.
Here’s how you can structure your custom fields:
- Field Type: Define the type of data you want to collect, such as text input, numbers, dates, checkboxes, or dropdowns. This ensures data consistency and simplifies reporting.
- Associated Module: Specify which part of Workslayr the custom field applies to, such as Clients, Leads, Projects, or Employees.
- Visibility and Mandatory Status: Control whether a custom field is visible to all users or only specific user roles, and if filling out the field is required before saving a record.
By effectively using custom fields, you can significantly enhance the detail and relevance of the information stored in Workslayr. This is particularly useful for service businesses that often have industry-specific data points not covered by generic software solutions. While you’re in the ‘Settings’ area, you might also want to review your Company Settings Overview to ensure all organizational details are up-to-date, including your Company Identity Details and Business Locations. Additionally, examine the App Settings for options like Date & Time Formats and Timezone & Currency to ensure your operational data is consistently formatted.
Workslayr’s Custom Fields feature offers powerful flexibility, allowing you to tailor the platform to your business’s unique needs by adding extra data points to various records. This article outlines the specific modules within Workslayr where you can implement these custom fields, helping you understand where you can extend functionality beyond the standard data fields. By leveraging custom fields, you can capture more specific information relevant to your projects, clients, employees, and more, ensuring that all crucial operational details are recorded within the system.
Modules Supporting Custom Fields #
Workslayr is designed with versatility in mind, and that includes being able to customize data inputs across multiple core areas of the platform. Here are the key modules where you can define and utilize custom fields:
- Clients Module: Enhance your client records by adding fields for specific industry classifications, client preferences, or any other data that helps you better understand and serve your customers. This is particularly useful for segmenting client profiles and improving customer relationship management.
- Employees Module: Beyond standard HR data, you might need to track employee certifications, special skills, equipment assigned, or emergency contacts. Custom fields in the Employees module allow for comprehensive record-keeping, essential for workforce management and compliance.
- Projects Module: Tailor project details to fit the unique nature of your work. This could include fields for project methodology, specific deliverable types, regulatory requirements, or internal tracking codes. Adding custom fields ensures that all project-specific information is centrally located and easily accessible.
- Leads Module: Capture more detailed information about potential leads, such as their specific interests, initial service requirements, or referral source beyond the standard options. This additional data can be critical for nurturing deals and improving your conversion rates.
- Products & Services Module: Document specific attributes for your offerings, such as product dimensions, technical specifications, warranty information, or service tiers. This can be invaluable for detailed cataloguing and accurate quoting for estimates and invoices.
- Vendors Module: Keep track of vendor-specific compliance documents, service level agreements, preferred communication methods, or any unique contractual terms using custom fields. This helps streamline procurement and relationship management with your suppliers.
Benefits of Using Custom Fields #
Implementing Custom Fields helps your business gather all necessary information consistently across all relevant modules. This leads to more comprehensive data, better reporting, and improved operational efficiency. For instance, you could add a “project complexity” custom field to your projects, allowing for more precise resource allocation and better project reports. Similarly, a “preferred payment method” custom field within the clients module can streamline your invoicing process. Remember that Workslayr is operational software, so any custom fields you create should support your daily workflows and data capture needs, rather than serving as a replacement for dedicated accounting or tax software.
Workslayr custom fields support various field types to store specific data. These input options determine how users interact with the field and the data that can be entered.
Each field type offers different input configurations. Understanding these types is necessary for effective data capture across various Workslayr modules such as projects, invoices, and clients. Administrators manage these settings via the Company Settings.
Text Fields #
- Text Input: Allows single-line text entry. Useful for short descriptions or names.
- Text Area: Provides a multi-line text box for longer entries, such as notes or detailed descriptions.
Numeric Fields #
- Number Input: Accepts numerical values only. This can include integers or decimals depending on configuration.
- Decimal Input: Specifically designed for decimal numbers, useful for monetary values or measurements.
Date and Time Fields #
- Date Input: Allows users to select a date using a calendar picker. Configurable date formats are supported.
- Time Input: For selecting specific times.
- Date Time Input: Combines both date and time selection into one field.
Selection Fields #
- Select Dropdown: Users choose a single option from a predefined list.
- Multi-Select Dropdown: Allows users to choose multiple options from a predefined list.
- Radio Button: Users select one option from a displayed list of choices.
- Checkbox: A boolean field (true/false) represented by a single checkbox.
Other Field Types #
- URL Input: Accepts web addresses.
- Email Input: Validates for email address format. Useful for lead contacts.
- File Input: Allows users to upload files.
- Password Input: Hides entered characters for sensitive information. This is distinct from login credentials.
- Color Picker: Enables color selection using a visual interface.
Workslayr allows for the configuration of custom fields with specific rules regarding their necessity and display. These rules control if a field is mandatory and under what conditions it appears to users.
You can define two types of rules for each custom field: Required and Visibility. These settings ensure that custom data collection aligns with specific operational workflows.
Required Rules #
A custom field can be set as required based on various conditions. This means users must input data into the field before saving the associated record.
- For Client Profiles, a custom field can be required during client creation, when an Estimate or Invoice is generated, or when a Project is created.
- For custom fields associated with Employees, the field can be marked as required during employee creation or when adding a new attendance entry.
- For custom fields on Lead Contacts, it can be required during lead creation or when converting a lead to a client or dealing with deals.
Visibility Rules #
Visibility rules dictate when a custom field is displayed to users. These rules allow for dynamic forms that adapt based on other data inputs.
You can set a custom field to be visible based on conditions related to other fields within the same module. For example, a “Project Type Detail” field might only be visible if the “Project Type” field is set to “Consulting.”
These rules minimize data entry burden by only showing relevant fields. This contributes to maintaining data accuracy across App Settings and various modules.
Workslayr provides controls for how custom fields are displayed in tables and included in exports. These settings apply to the various modules where custom fields are utilized.
You can manage these settings within the App Settings section, specifically under the Custom Fields configuration.
Custom Field Visibility in Tables #
When creating a custom field, you can determine its visibility in module tables. This includes tables for employees, leads, clients, projects, invoices, and expenses.
- Field visibility in a table can be enabled or disabled.
- When enabled, the custom field appears as a column in the relevant module’s main table view.
- This setting is controlled in the custom field creation or edit interface.
Custom Field Inclusion in Exports #
Workslayr allows for the inclusion of custom field data in exported reports. This ensures that relevant information is available when exporting data from modules like projects or employees.
The export control for custom fields functions as follows:
- You can toggle whether a custom field’s data is included during an export operation.
- This ensures data relevant to leads, clients, or other entities is present in exported files.
- This option is configured at the time of custom field creation or modification.
Configuring these controls impacts data presentation and retrieval across the platform, including adherence to table display limits when applicable.
