Other than the default data fields offered by the admin to store the contact details, clients can create custom fields to store additional contact details. Default fields that admin creates would be available to all the clients, whereas, custom fields that clients would create using their client accounts will only be limited to their accounts only. This specific page helps the admin create and view default fields, and also view the custom fields created by client accounts.
Admin Main Navigation -> Data -> Custom Variables
Let's first discuss creating a Default fields, the ones that only the admin can create to make them available for all the clients.
Towards the top right area of the table that appears after clicking Custom Field from the main navigation, you will find a button "Add Default Field". Clicking on it will take the admin to Add Default Field page with following options.
Most of the fields/selections are mandatory in order to add default field, apart from the field order. Field order is optional to provide the sequence/order in which the field would appear on Add Contact page. If the field is left empty, specific field would appear at top in the sequence while the client is adding the contact details manually one by one. Here are the details of the mandatory fields that admin would need to fill in order to have a Default Field added for the client account.
Name this field according to the nature of information clients would be storing in this field. E.g. First Name, Company Name, City etc.
What type of field will it be? Is it going to be a field with dropdown option? Or Radio Button suits better? Select the preferred type and move forward.
If selected as "Yes", then the client accounts are always required to fill in this field to add contact details. But since the information that every client account collects and adds about their contact is different from the others, it is better to select this option as "No" while creating default field.
Options/values for the default field to select appropriate option/value. This field appears only when the selected type of Default Field is Radio Buttons, Checkboxes or Dropdown options.
MumaraSMS application facilitates the clients to create multiple types of fields, from simple text to radio buttons client can select the type of field according to his convenience. To add a custom field from a client account, click the following link to read the article.
Add Custom Fields (Client Account)
The table of View Custom fields from the admin side populates all the data fields, whether created by the admin or by any client account. However, if you just want to view the admin side default fields, use the button "Reload Default" from top of the table.
Following the set pattern of the application, first column shows the serial number of records in the table.
Name appears as mandatory field at the top of create custom field form. This is the name that client has given to the custom field while creating, i.e. Date of Birth, Gender etc.
It shows the sequence in which the field appears on “Add Contact” page. Add contact page helps client account holder to select a list and save subscriber/contact details one by one manually.
As earlier mentioned, there are multiple types of custom fields that client can create to store additional contact details, i.e. Radio Option to store Gender details, Date Field to store contact’s date of birth, subscription date or any other date. Under this column system shows the type of the custom field created from the client account to store additional contact details. It can be one of the following.
It shows number of lists with which specific custom field is attached to store additional contact details.
Custom field was created on the specific date that is appearing here.
This filter offers ability to view custom fields created by some specific client only. To apply this filter on, all you need to do is to select the client name from the dropdown. The dropdown holds all available clients and from here you can select any to populate custom fields associated with his/her account.