What are Custom Fields on the New/Edit Appointment Page?
The New/Edit Appointment Page (shown below) is accessed when a user creates or edits an appointment on SUMO Desktop. The “Other Information” section highlighted in yellow is where any custom fields will appear that you add.
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How do I create a Custom Field to add to the New/Edit Appointment Page?
This “Create Custom Fields” article includes a video and will help you learn how to create any custom field you wish, including text fields, currency fields, picklist fields, multi-select picklist fields, checkboxes, URLs, and more.
How do I add Custom Fields to the New/Edit Appointment Page?
- On the far right of the main tab nav bar, click on +.
- Scroll down and click on SUMO Admin Settings.
- Click on the “Custom Fields” tab (shown below).
- Click on the “Appointment Custom Fields” option.
- Highlight the custom fields on the left side that you would like to add and click the right arrow to add it.
- You may then use the up and down arrows to control where these fields get displayed on the New/Edit Appointment Page.
- Click Save and return to the New/Edit Appointment Page and confirm your custom field is showing.
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