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 https://sales.onsightapp.com/.
• Click on ‘Customers’ from the left-hand side menu.
• You will see a list of all of your customers.
• Click on the customer you would like to create custom fields for.
• Click on the tab called ‘Custom Fields’
• Click the ‘Edit’ button.
• To create a new custom field, fill in a name for the field and a value.
• Or find an existing custom field in the list and fill in a value.
• Click the ‘Save’ button.

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.