Move Custom Fields Up and Down

Modified on Wed, 09 Nov 2022 at 06:26 PM

Once you have created new custom fields, you may want to reorganize the layout of the fields within each page and section.

Tip: Custom Fields organizes your database so Pages/Sections/Fields mirror the paper Client Information form new clients fill out. You can move the pages, sections and fields to be in the same order in case there are times when you still need to use paper forms.

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.

How Do I Reorder the Fields in a Client Account?

Navigation: Admin > Custom Fields > Choose database area

Step 1

Select the Page the Section is on.
Select the Section the Field is on.
Then click on the name of the Field to move to it, in the example below "Mobile Phone."
Use the arrows to the right of the word "Fields" to move it "Down" or "Up."

Step 2

Once you have moved it, the Field order in a Client Account will change to reflect the new location.

See your new customized field order on a page in custom fields in pet sitting software