How do I create custom location fields?

Clean Smarts has a powerful yet simple user custom field feature. You are able to add as MANY custom location fields to your location profiles as you want. These fields can then be viewed as separate, sortable columns in the Manage Locations screen. Custom fields are great for tracking things like contract renewal dates, secondary contact information, and legacy system IDs.

How to add new location fields to your account

  1. As an administrator, go to Admin > Company Settings and scroll to the Custom Location Fields section.
  2. Click on "Add Custom Field".
  3. Type a description of the field and select the type of data the field will hold. You can choose from a Yes/No field (a checkbox), date, text, number, or attachment. Clean Smarts supports images, video, Microsoft office file types, PDFs and zip files for the attachment data type.

How to view location field details

  1. Go to Admin > Manage Locations
  2. Click the column selection drop-down menu at the top of the screen. Select the fields you would like to display in the list.
  3. Click the Refresh button to reload the user list.

How to edit custom location field values

  1. Go to Admin > Manage Locations
  2. Click on the pencil icon for the location where you want to update field values.
  3. Custom fields appear at the end of the Service Detail information.
  4. To upload a file, click on the "Upload a file" label next to the attachment-type field. You can drag and drop files or pick them from your desktop filesystem by clicking "Select file".
  5. Save the profile by clicking "Save" at the bottom of the window.
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