Rental License Management
Fields Tab
Fields Interface
Adding Fields
To add a new field, click on the desired type of field within the side menu.
- Text field - accepts text, symbols, and numbers
- Numeric field - accepts numbers and decimals
- Date field - accepts numbers formatted as dates
- Lookup field - creates a drop-down menu box
Text Fields
The Text Field accepts text, symbols, and numbers.
1. To add a text field, click Add Text Field in the side menu.
2. Enter in the Field Name and a default value to display upon the creation of a new permit.
3. Click Add Field.
Numeric Fields
The Numeric Field accepts numbers an decimals.
1. To add a numeric field, click Add Numeric Field in the side menu.
2. Enter in the Field Name, the number of decimals to be displayed, and a default value to display upon creation of a new permit.
3. Click Add Field.
Date Fields
The Date Fields accepts numbers formatted as dates.
1. To add a date field, click Add Date Field in the side menu.
2. Enter in the Field Name and a default number of days away from the permit's creation date to display in the field.
3. Click Add Field.
Lookup Fields
The Lookup Field creates a drop-down menu box.
1. To add a lookup field, click Add Lookup Field in the side menu.
2. Enter in the Field Name and click Add Field.
3. To add values to the drop-down menu, click the orange Values link for the field in the main table.
4. Click Add Value.
5. Enter in the value title and click Add.
6. To edit an existing value, click the orange Edit button in the value's row. To delete an existing value, click the red X at the end of the value's row
Adding A Status
1. To add a new permit status, click the Status button in the sub-menu.
2. Click Add Status.
3. Enter the status name and select a color for the status from the drop-down menu. Click Add.
4. Click on an existing status to edit or click the red X at the end of a status' row to delete.
Status Defaults
1. To set a status default for a permit to display upon creation, click the Status Defaults button in the sub-menu.
2. Select the desired default status from the drop-down menu and click Apply Changes.
Location Types
1. To add or edit location types, click the Location Types button in the sub-menu.
2. To Edit an existing Type, click the Pencil icon.
3. To add a new location type, click the +Add Location Type from the right-side menu.
4. You can delete an existing location type by clicking the red X.
5. Set up automatic email sto go to employees on creation of this location type by clicking on the orange Email link.
6. Check the employee and click Save.
