Custom Fields on Calls

[KieranP]

trafficstars

There is a notes field on calls, but it isn't searchable. It would be nice to be able to add customer fields, for example, "Area" (which I would populate with Town, Beach, and Country).

Setting up custom fields would take a field label, and a dropdown selecting the value type:

• String value
• Date value
• Datetime value
• Boolean value
• Integer value
• Float value
• Select value (you would need to then allow adding/removing predetermined values)

Adding a new custom field would add fields on the new/edit call page, and based on it's type, would restrict the input.

Then on the Call book, you could toggle between "Alphabetical", "Oldest Visit" and then custom fields which would be grouped based on type.

[seanmonstar]

I've heard from several different people all sorts of way they want to be able organize their calls, and I settled on a tagging system in #98 . This would allow people to add a tag of a date they find them home, so they can be in service and see "only monday calls", or it could be a tag for a specific town, or what-have-you. #98 is what I've been slowly working, and have half-way done.

I think #98 solves most of these problems, and if so, I'll close this in favor of that.

[KieranP]

Tags are perfect for grouping and sorting, but still don't address the issue of having custom data fields.

For example, in MyTime (iOS app) you could set up a custom select data field, with predefined options. I used that feature to setup an "Area" data field, with "Town", "Beach" and "Country" as predefined options. When adding a new call, the Area field shows up and it has a dropdown of the pre-defined values. It worked really well. This area was then sortable, so if I was at the Beach, I could find all nearby calls.

[seanmonstar]

I don't understand how your example can't be solved with tags. You could create 3 tags, "town", "beach", and "country". When you create a call, tag them with that. You could also tag them with "sunday", or "afternoon". This would give you context that you understand, that not everyone needs. And, there would also be a screen to toggle filtering by tags, so you could be out on a sunday, and check "beach" and "sunday", and only those calls would show up.