Custom Fields - Revision history

Ashley DeBon: /* Edit Custom Field */

2026-07-14T09:12:46Z

‎Edit Custom Field

Ashley DeBon: /* Remove Custom Field */

2026-07-14T09:10:04Z

‎Remove Custom Field

Ashley DeBon: /* Remove Custom Field */

2026-07-14T08:35:37Z

‎Remove Custom Field

Ashley DeBon: /* Remove Custom Field */

2026-07-14T08:35:19Z

‎Remove Custom Field

Ashley DeBon: /* Edit Custom Field */

2026-07-14T08:34:31Z

‎Edit Custom Field

Ashley DeBon: /* Edit Custom Field */

2026-07-14T08:33:35Z

‎Edit Custom Field

Ashley DeBon: /* Create Custom Fields */

2026-07-14T08:31:30Z

‎Create Custom Fields

Ashley DeBon: /* What are Custom Fields? */

2026-07-14T08:30:38Z

‎What are Custom Fields?

Ashley DeBon: /* Create Custom Fields */

2026-07-14T08:29:34Z

‎Create Custom Fields

Ashley DeBon: /* What are Custom Fields? */

2026-07-14T08:26:54Z

‎What are Custom Fields?

@@ Line 57: / Line 57: @@
 == Edit Custom Field ==
-[[File:EditCustomFields.png|250px|thumb|right|Edit Custom Fields]]
+<div style="float:right; margin:0 0 1em 1em;">
 To edit a custom field select the notepad to the right of the field name and type.  The option to change the field name and type will be presented.

@@ Line 78: / Line 78: @@
 == Remove Custom Field ==
-[[File:DeleteCustomFields.png|200px|thumb|right|Delete Custom Fields]]
+[[File:DeleteCustomFields.png|250px|thumb|right|Delete Custom Fields]]
 Click the red X to the right of the field name and type to remove the field from the system.  Callproof will ask for verification if remove is clicked.

@@ Line 85: / Line 85: @@
 # Log in to your CallProof account.
 # From the main navigation bar, hover over '''Home'''.
 # In the '''Settings & Customization''' section of the drop-down menu, click '''Custom Fields'''.
 # The '''Custom Fields''' page opens.
 # Locate the custom field that you want to delete.
 # Click the '''Delete (X) icon''' next to the custom field.
 # A confirmation message appears.
 # Confirm the deletion.
 # The custom field is deleted successfully from the Custom Fields list.

← Older revision		Revision as of 08:35, 14 July 2026
Line 81:		Line 81:

	Click the red X to the right of the field name and type to remove the field from the system. Callproof will ask for verification if remove is clicked.		Click the red X to the right of the field name and type to remove the field from the system. Callproof will ask for verification if remove is clicked.
		+
		+	'''Navigation:''' '''Home''' → '''Settings & Customization''' → '''Custom Fields'''
		+
		+	# Log in to your CallProof account.
		+
		+	# From the main navigation bar, hover over '''Home'''.
		+
		+	# In the '''Settings & Customization''' section of the drop-down menu, click '''Custom Fields'''.
		+
		+	# The '''Custom Fields''' page opens.
		+
		+	# Locate the custom field that you want to delete.
		+
		+	# Click the '''Delete (X) icon''' next to the custom field.
		+
		+	# A confirmation message appears.
		+
		+	# Confirm the deletion.
		+
		+	# The custom field is deleted successfully from the Custom Fields list.

@@ Line 66: / Line 66: @@
 # Log in to your CallProof account.
 # From the main navigation bar, hover over '''Home'''.
 # In the '''Settings & Customization''' section of the drop-down menu, click '''Custom Fields'''.
 # The '''Custom Fields''' page opens.
 # Locate the custom field that you want to edit.
 # Click the '''Edit (pencil) icon''' next to the custom field.
 # The '''Edit Custom Field''' page opens.
 # Update the required details in the custom field form.
 # After making the required changes, click the '''Save''' button.
 # The custom field details are updated successfully.
 <div style="clear:both;"></div>

@@ Line 24: / Line 24: @@
 == Create Custom Fields ==
 To create a new custom field, click '''Add Custom Field'''.
@@ Line 42: / Line 44: @@
 : '''Textarea''' - Allows multiple lines of text
 : '''Time''' - Time field (Example: 12:34 PM)
 '''Navigation:''' '''Home''' → '''Settings &amp; Customization''' → '''Custom Fields'''
@@ Line 54: / Line 53: @@
 # Click the '''Save''' button to create the custom field.
 # The custom field is saved successfully and appears in the Custom Fields list.
 == Edit Custom Field ==

@@ Line 12: / Line 12: @@
 To view existing custom fields, select '''Custom Fields''' under the [[Home]] tab from the [[Navigation Bar]].
 [[File:customfields_index.png|250px|thumb|right|Index of Custom Fields]]
@@ Line 21: / Line 20: @@
 # In the '''Settings &amp; Customization''' section of the drop-down menu, select '''Custom Fields'''.
 # The '''Custom Fields''' page opens, where you can view, add, edit, and manage custom fields.
 == Create Custom Fields ==

@@ Line 24: / Line 24: @@
 == Create Custom Fields ==
-Click '''Add Custom Field''' to create new custom field.
+To create a new custom field, click '''Add Custom Field'''.
-Name the field, select a Field Type, and click Save to create new Custom Field.
+Enter the field name, select a '''Field Type''', and click '''Save''' to create the custom field.
 : '''Auto Integer'''
-: '''Checkbox''' - A checkbox appears next to the field name
+Available field types:
 : '''Date''' - Date field (Example: 12/01/2013)
-: '''Datetime''' - Date and Time field (Example: 12/01/2013 12:34PM)
+: '''Datetime''' - Date and time field (Example: 12/01/2013 12:34 PM)
-: '''Decimal''' - Allows a number with decimal
+: '''Decimal''' - Allows numbers with decimal values
-: '''Integer''' - Whole numbers without a decimal
+: '''Integer''' - Allows whole numbers without decimals
-: '''Radio''' - Presents multiple options with an option to select one.  After submitting, available options can be added, editted, or removed.
+: '''Radio''' - Displays multiple options with a single option selection. After saving, available options can be added, edited, or removed.
-: '''Select''' - Presents a drop down of choices. After submitting, available options can be added, editted, or removed.
+: '''Select''' - Displays a drop-down list of choices. After saving, available options can be added, edited, or removed.
-: '''Text''' - Single line of text
+: '''Text''' - Single line text field
-: '''Textarea''' - Present a large block for multiple lines of text
+: '''Textarea''' - Allows multiple lines of text
-: '''Time''' - Time field (Example: 12:34PM)
+: '''Time''' - Time field (Example: 12:34 PM)
 <div style="clear:both;"></div>
 [[File:AddNewCustomFields.png|250px|thumb|right|Add New Custom Fields]]
-'''Navigation:''' '''Home''' &rarr; '''Settings &amp; Customization''' &rarr; '''Custom Fields'''
 # On the '''Custom Fields''' page, click the '''Add Custom Field''' button.
 # The '''Add Custom Field''' page opens.
 # Enter the required details in the custom field form.
-# After completing all required fields, click the '''Save''' button.
+# Select the required '''Field Type'''.
-# The custom field is saved successfully and added to the Custom Fields list.
+# Click the '''Save''' button to create the custom field.
 == Edit Custom Field ==