Move Sections Between Pages in Custom Fields

Modified on Wed, 9 Nov, 2022 at 6:04 PM

Once you have been using custom Pages and Sections, you may need to move a section from one page to another.

Note: If you move all of the Sections off of a Page, the Page will not appear in the Client, Pet, or Staff record until a new Section has been added to the Page.

What are Custom Fields?

Custom Fields give you the power to design a custom database, with whatever data fields you need in a client account, a pet record, a staff record and Service Reports, and this is also reflected in a customized Client Portal. Not only can you maintain the data your business needs, you can set permissions on a field-by-field basis to allow different access and editing rights to only those groups you permit: Staff and Clients. 

Your data consists of separate Pages of information, and each page has Sections and each Section has Fields where data is input. Additionally, the data is dynamic, meaning you can control the input options or questions, depending on the answer to a previous question. For example, if a client is completing a pet record for a cat, you can ask a different set of questions than for a dog. Learn more: Custom Fields Display Conditions.

What does the Field status panel mean?

Each field now has a "status" panel describing what you can – and cannot – do to customize it in custom fields. Below are two examples of a "system" field that cannot be customized, and a custom field that can.

Note: fields that cannot be deleted are ones that have already been populated in client, pet or staff accounts.

Move Custom Sections Between Pages

Navigation: Admin > Custom Fields > Choose database area

Step 1

  • Select the Section to move.

Move a section to another page in your pet sitter software

Step 2

  • Click on the "Page" drop down below.
  • Choose the "Page" where you would like to relocate your Section.
  • Click "Update."

Move a section to another page in your cat sitter software

Tip: Once you have moved the Section to a new Page, can you move it up or down on the Page.

Step 3

The Section is now on the new Page you moved it to, and it will appear on the new Page when viewing the Client Account as well.

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