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Add tax number, payment terms, customer type, or other custom fields

Use custom fields in OnRent Events to add any other fields you need on an organization or contact page.

Updated over 2 weeks ago

OnRent Events is used by businesses across the world in a variety of different industries. Every business is different, so use custom fields to store additional data that’s important for your business.

What is a custom field?

Custom fields let you add things like text boxes, tick boxes, drop-down lists, date pickers, and other fields to any screen in the system so you can store additional information. 

Get started

Creating a custom field is a two-step process:

  1. First, create a custom field group. A custom field group is a sub-heading that a custom field sits.

  2. Then, create a custom field. This is your text box, date picker, drop-down box, tick box, or other field.

Create a custom field group

Go to System Setup > Custom field groups and click the Add custom field group button. You can also use the Settings menu as an alternative navigation path to access the same feature.

Create a custom field

Go to System Setup > Custom fields, hit the green Add custom field button, and fill out the fields.

When setting up your field, choose the module “organisation”, “contact”, “venue”, or “user account”. You may also choose the module "product" to tailor custom fields specifically for your product catalogue.

We’ve a full guide that runs through custom fields, see: Create custom fields. Additionally, product-specific custom fields can be configured by setting up dropdown menus or creating new product groups. For detailed steps, refer to the appropriate product setup documentation.

Common uses for custom fields

Different businesses use custom fields for different things, but here are some ideas:

Organization

  • Local tax number

  • Payment terms

  • Organization type

  • MailChimp unsubscribe

Contact or user

  • Birthday

  • ID received tickbox

  • Employment date

  • Training date

Venue

  • Dress code requirements

  • Capacity

  • On-site parking tickbox

  • Power requirements

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