Custom fields

Access level required: Site Administrator, Site Administrator (No Billing Access)

Although CATS access comes with a large amount of standard fields, custom fields allow you to change how you manage the various record types available to you. They can take the place of many types of data (dates, salaries, yes or no requirements, CATS Users, etc) and can be created for many different record types (candidates, job orders, contacts, etc).

To start, go to your Administration > Custom Fields section in CATS. This section allows you full access to all custom fields created for all record types in CATS. To create a new field, just click on the Add Custom Field button.

From here, you have the ability to create a Name for the field, add a Comment (internal use only, used to describe what is entered in the field), select which Data Type that field is for (what record profile it would be shown in) and what Field Type you want your field to be. Multiple Choice, Dropdown and Radios will require you to enter selections before saving your field. To save your field, click on Add Custom Field.

Once your field has been added, you will find it in the listing of available custom fields to utilize in your record profiles. Be sure to see our article on Customizing profile field layouts and groupings for information on how to organize them within a record's profile.