How to Use Custom Fields


Custom fields can be used to store additional information such as a customer's alternate email, or alternate contact person. After they are created, custom fields can be found under the Custom tab in each record.

You can use Simpro Premium's API to lock certain custom fields, which makes them view-only to the Simpro Premium users. Users can’t make changes to the data in the locked fields but the fields can still be updated via the API, ensuring that the information stored in Simpro Premium is always accurate and reliable.

You can create the following types of fields:

Text Enter a small amount of text.
Date Select a date from a date picker.
List Choose from a drop-down list of options.
Numeric Enter numerical values only.
Hyperlink Enter a valid URL.