How do I create custom fields for customers?

In Onsight you can add extra fields for showing additional information for each customer. This will then be displayed in the customer screens in the mobile app and web console. It can also be displayed on your orders and quotes. To create custom fields for your customers, follow these steps:

  • Log in to the Onsight web console at .
  • Click on ‘Customers’ from the left-hand side menu.
  • Click on the ‘Manage Customers’ menu item.
  • To add a new customer, click on the ‘Add Customer’ button at the top of the ‘Manage Customers’ screen.
  • To update an existing customer, click on the name of the customer on the ‘Manage Customers’ screen.
  • Click on the tab called Custom Fields.
  • To create a new custom field, fill in a name and value in the section ‘Add new custom field’.
  • To fill in a value for a custom field that you have defined previously, look for the section with the words ‘Add existing custom field’.
  • Choose the custom field that you want to update from the dropdown menu.
  • Fill in a value and click ‘Add’.
  • Do the same for the other fields you want to update.
  • Click ‘Save’ (If you do not click Save you will lose all your changes).

The process listed above is the process for updating customers one at a time. To update them all at once, follow these instructions on how to bulk update your customers.