Custom Fields Module

The Custom Fields module allow you to create custom fields for accounts, products, orders, services, and account categories. These user-defined fields can be used to add additional information about their associated area.

After you create a custom field, you can view, edit, or delete it at any time. Additionally, depending on your configuration, custom fields are searchable from the Account or Order Search windows.

Custom fields can be created for these areas:

  • Account Custom Fields — Associated with the customer or customer billing account at the time the account is created.

  • Product Custom Fields — Can be populated either while creating or after creating a product in either the Product Catalog or Products application. To make these fields available for a product, populate the custom field or fields for that product. Refer to either Add New Product in the Products section or to Create Subscription Product, Create Add-On Product, or Create One-Time Product in the Product Catalog section of this user guide.

    Product custom fields cannot be deleted once applied to available products.

  • Order Custom Fields — Can be added to an order header at the time the order is created in either the Accounts or Customer Billing application. Refer to Related Topics for links to creating an order in these applications.

  • Service and One-Time Custom Fields — Associated with a sold product during the order process. To make these fields available for a product, populate the custom field or fields for that product. Refer to Add New Product in the Products section.

    You cannot add Service or One-Time custom fields to a product in the Product Catalog application. However, you can view any Service or One-Time custom fields added to a product on a product’s details window, under the Service Custom Fields details tab. Refer to View Product Details for more information on accessing this window.

  • Payment Method Custom Fields — Allows additional information to be collect for a specified payment method used by the customer.

  • Account Category Custom Fields — Enables you to use that information for your general ledger and reporting purposes.

    Billing Account Custom Fields — Used when defining additional fee rules.

You can create the following types of custom fields:

  • Text Field — Text is entered in the field.

  • List — Contains a drop-down list with options. You also create a custom drop-down list for use with this custom field (refer to Add List Values for List Custom Field).

Refer to the following topics for additional information about managing custom fields in the Custom Fields module:

Add List Values for List Custom Field

Account Search Module

Search for Order

Product Catalog

Products

Add New Enterprise Account(Accounts application)

Add New Personal Account(Accounts application)

Create Customer and Associated Billing Accounts (Customer Billing application)

Add New Product (Products application)

Create Subscription Product (Product Catalog application

Create One-Time Product (Product Catalog application)

Create Add-On Product (Product Catalog application)

Create New Order(Accounts application)

Create an Order (Customer Billing application)

Additional Fee Rules(Products application)

 

 

 

Topic updated: 09/2024.