How to Configure Custom Roster Fields

Ly Do

Updated August 04, 2022 18:26

Overview

Providers, coordinators, and administrators are able to create custom fields that will be added to all contact's Roster profiles. The fields will be added in addition to the current default fields that are included for all contacts (name, email, phone number and notes.)

Guide 📖

Custom roster fields can be configured in any of the following formats:

Check box
Short text

As a provider, you will be able to customize the following:

Add a checkbox or short text field
Name the fields
Make a field active or inactive
Reorder the fields as they appear on the Roster contact profile

Please note:

Fields cannot be deleted after they are created, you can make the field INACTIVE if you do not want to see the field in your Roster page
These fields will flow into your Analytics (if you have the Analytics feature) and be attached to customer appointment data

Configuring Custom Roster Fields

To start, log into your account and navigate to the ‘Configuration’ page by clicking on your username in the top right corner of the screen.

If you are in multiple divisions, please make sure to select the division that you wish to create the custom field in from the 'Setup' dropdown.

Note: if you're a coordinator or admin and belong to multiple divisions, you can also choose to apply a custom roster field across all of those divisions by selecting the 'Universal Fields' option.

Click on the "Create custom field" button and select the type of field you want to create. You are able to select either a checkbox or a short text field.

Enter the title for the field in the provided box. If you make a mistake and need to start over, you can always click the trash icon to delete the custom field and remove it from the division(s).

Any new fields you add will appear above ‘Notes’. Fields can be edited until you hit the save button on the top right corner. The fields can be reordered by dragging and dropping them into the order in which you wish them to appear by clicking on the small two-bar icon at the far left of the row.

Click on the "Save" button on the top right corner when you're finished.

Toggles

The toggle represents whether a field is active or inactive on the Roster page.

= ON (this will appear on roster)

= OFF (this will not appear on roster)

= ALWAYS ON (this is a default field that can't be changed)

Hiding Inactive Fields

This button will allow you to hide any custom roster fields that you no longer wish to have visible on client Roster profiles. To hide inactive fields, just check the box 'Hide inactive fields' checkbox. To unhide inactive fields, please uncheck the box.

Now that you have successfully created your own custom field, you can check your result in your Roster tab by clicking on Roster and viewing an existing Roster contact.