While MGR comes with standard fields for major forms, you will probably want to add more of these as well as your own specialized fields.

Custom Fields can be added to all the major forms within the system including Tickets, Customers, Products and Feedback. Customization allows you to add/remove extra fields to the Standard Fields that come with the system.

The Custom Fields feature is available as standard with all plans. Custom fields help you create personalized records for a more productive experience. Each custom field will have unique field details, but they aren’t vastly different from one another.

Common elements include:

  • Tab: Which tab the custom field show be displayed, the default value is “Overview“. You can create as many tabs as you like and custom fields can be displayed in any of the tabs.
  • Category: You can select the custom field category if needed. The custom field will be displayed in that category.
  • Lookup Occurrence: If you want the system to list all the tickets where the same value exists then use this option when enabled the system will search all the occurrence and all the corresponding tickets in the dropdown. Please note that you will be able to insert the same used value again. This option is not to restrict the data it will just show the occurrences.
  • Make it Unique: If you want the value to be unique then click on “Yes“, if the same value exists in any other ticket then the system will not let you save the ticket.
  • Label – The name that will appear on the page.
  • Value – The value that you would like to appear automatically.
  • Description – Appears on the settings page. Used to clarify the purpose of the field. 
  • Required – If it’s required to be filled on the page.
  • Print Visibility – If it needs to be printed on the print outs.
  • Show as Barcode: If “Yes” then the value of the custom field will be displayed as a barcode.
  • Type – Custom field type, currently we have Text, Select, Textarea, File Upload, Section/Group, Date, Checkbox, Pattern Lock, Multi-Select, Combi Field (Text+Select), Combi Field (Text+Multi Select)
  • Validity – Check the input of the data, there are two values number, email.
  • Status – Enabled or not.
  • Delete data after “Resolved/Pickedup”: If “Yes” then all the stored data in this custom field will be deleted after the ticket is set to “Resolved/Picked up“.
  • Linked Customer Custom Field: If you want to link this custom field with one of the customer’s custom field then select it from the drop-down.

Most custom field types are easy to understand.

  • Text (Text Box)
  • Select (Select box – Dropdown)
  • Textarea
  • File Upload (Browse Button)
  • Section/Group (Separator)
  • Date (Calendar with just date)
  • Date and Time (Calendar with the date and time)
  • Checkbox (Tick boxes, radio buttons, yes/no)
  • Pattern Lock
  • Multi-Select – Multichoice
  • Combi Field (Text+Select) – Combination of a text box and drop-down
  • Combi Field (Text+Multi Select) – Combination of a text box and multi-select box
  • Link
  • IMEI

Here are some other fields you might not be so familiar with:

Multi-Select – The Multi-Select field enables you to select one or more values from a predefined set of choices that are displayed in a drop-down menu.

Combi Field (Text+Select) – Combi fields are a combination of two fields, this one will be the combination of a text box and drop-down, there are times when the value is not in the drop-down and having the option to write makes it easy. 

Combi Field (Text+Multi Select) – Combi fields are a combination of two fields, this one will be the combination of a text box and multi-select dropdown so you write as well as choose more than one value from the drop-down.

Text 
Select
Textarea

File Upload 

Section/Group

Date 
 

Checkbox

Pattern Lock
 
Multi Select
Combi Field (Text+Select)
Combi Field (Text+Select)

 

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John Smith

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