You can extend the information you can store on many of the key screens in Ascora by adding Custom Fields. Custom Fields are displayed and can be edited on both the Ascora Web Portal and Mobile Apps.
Custom Fields can be added to the following entities:
- Enquiries
- Customers
- Tasks
- Equipment
- Quote/Job Equipment
- Quotes
- Jobs
- Purchase Orders
- Invoices
Custom Fields can also be displayed in the related Document Templates for:
- Quotes
- Jobs
- Invoices
- Purchase Orders
Custom Field Types
Field Type | Description |
Heading | Large Text Heading useful for separating data inputs |
Text Box | A single line for free-entry |
Text Area | A larger multi-line text entry |
Checkbox | Single Yes/No field |
Radio Button List | Displays a list of options of which one can be selected |
Date | Date only field |
Date Time | Date and Time field |
Time | Time only field |
Money | Currency formatted field |
Percentage | Percentage field |
Number | Decimal entry |
Whole Number | Whole Number only |
Dropdown List | Displays a list of options of which one can be selected |
Creating a new Custom Field
- Go to Administration → Custom Fields
2. Select the screen to which you want to add the field
3. Select either the Details or Custom Details tab
4. Click Add Field.
5. Fill out the field name and select the Type. If using a Dropdown List or Radio Button List enter the possible options in the Options
6. Click Save.
7. The newly created field will in the list on the Right under Select Fields.
8. Drag the field into the desired position on the screen.
9. Click Save Changes.
Using Custom Fields In Templates
Custom Fields can be displayed in the related Document Templates for:
- Quotes
- Jobs
- Invoices
- Purchase Orders
This allows you to pull information from a Customer through into a related Quotation Template or Job Card for example. You can also pull through Quote details into various places in a Quotation document.
Other uses include displaying Equipment service history as part of a Job Card document.
To add a Custom Field to a Template:
- Under Administration → Document Templates select the Template you wish to modify.
2. Download and open the related Word template.
3. Insert a Merge Field – from the Insert Menu click Quick Parts → Field
4. Select Merge Field in the options on the left (or type in quickly me to select Merge Field)
5. Enter (or copy and paste) in the field name.
Important: The merge field name should be entered exactly the same as the Custom Field Name including spaces.
6. Click Ok and the merge field will be added to the document.
7. Save and upload your updated document Template.
Important: When creating Custom Fields across different entities that will overlap (for example a Customer and Quotation or Equipment and Job Equipment) DO NOT create Custom Fields with the same name. If for example you have a field called Discharge Pressure on both the Equipment and Job Equipment, the Document will only contain one of the fields and may not be the expected field.
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