M3 was designed on a flexible architecture that enables Users to create unique fields that are both searchable and reportable. Note – you must have Admin rights to create a “Customer Defined Field.”
To create, start on your left menu:
- Administration > Customer Defined Fields
- Select the “Add Custom Field” button (located at the bottom of your list)
- Name your field
- Enter the type of values you are looking for in this field to include text, number, etc. or a drop down option. If you select the Drop Down, you will need to add the values to select. Additional values can be added to this list at a later date.
- Hit “Save Custom Field”
These fields are then available in your service detail pages under “Your Fields”. To view your available “Custom Fields”, hit the Edit button located on the right side of the page.