Every customer business has unique business processes and a need to capture data that is custom to their operations. For instance, a customer business might want to add a Profit Center to the Account Screen to track their multiple profit centers. Profit center would be a drop-down containing a list of curated profit centers for that customer (e.g. Atlanta, Orlando).
The information captured in this field would be displayed in associated reports such as a revenue recognition per profit center report. As another example, when adding a service or device subscription several pieces of data might be added. These may be subsequently used displayed in provisioning callsan invoice. Custom fields can be used to handle these scenarios.
Custom fields can be added to the following entities in the system: account, package, package frequency, account package and account service. The admin console offers a UI driven workflow user interface for defining new custom fields on these entities. The following attributes need to be specified during custom field creation:
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Associated with a custom field is the ability to enable or disable. Disabling a custom field hides it from the UIuser interface which you may want for storing information from an integration with another system without displaying the data to the user. The data will still be held stored in the system database but is not viewable through the UIto a user of the system. This is done by adding or removing the custom field from the Layout of the entity. Custom field definitions can be deleted. Deleting a custom field removes it from the system - all data associated with the custom field will be permanently deleted or anonymized.
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Field Type | Description | |
|---|---|---|
Boolean Checkbox | A checkbox which can have a default of selected or not selected. | |
Date | Allows users to enter a date or pick a date from a popup calendar. | |
Date/Time | Allows users to enter a date or pick a date from a popup calendar and enter a time of day. They can also add the current date and time by clicking the date and time link next to the field. The time of day includes AM or PM notation. | |
NumberDecimal | Allows users user to enter any number. This is treated as an integer a float and any leading zeroes zeros are removed. | |
Number (large) | Allows users to enter any number. This is treated as a real number an integer and any leading zeroes are removed. | |
Percent | Allows users to enter a percentage number as a decimal—for example, 0.10. The system automatically converts the decimal to a percentage—for example, 10%. | |
Phone | Number (large) | Allows users to enter any phone number. Character limit is 40. LogiSense automatically formats it This is treated as a phone number real number and any leading zeroes are removed. |
Drop-down List | Allows users to select a single value from a defined list. | |
Multi-select Drop-down List | Select multiple values from a defined list | |
String (10, 50, 255) | Allows users to enter any combination of letters, numbers, or symbols. You can set a maximum length, up to 255 characters. | |
Lookup | A lookup can be performed and evaluated on most system fields. Examples of evaluators are "equal to", "greater than", "is null", etc. | |
Text |