Introduction to Custom fields

Your Proxyclick account comes with some default fields for your convince, this include visitor first and last name, email, company, mobile number and others.

Depending on your subscription you can add up to 10 additional custom fields, these are the type of custom fields you can add:

1. Free text: it will provide a blank field that can be filled in with letters or numbers.

2. Multiple choice: You can list different custom options

3. Yes/No: Specially designed for simple visitor or host questions

4. Date

Additionally, custom fields can be mandatory or optional, can be saved in the visitor profile to facilitate future visits and can be easily activated and deactivated without your losing your historical data.

Setting up your own custom fields

Logbook Custom Fields

These are visible to your company users only. From the Settings > Logbook > New custom field:

 

Editing Custom Fields in your account Settings 

Custom Fields are managed in 3 locations:

Custom Screens

Logbook

Text & Translations


Here is an overview of how they interact. 

  • Adding a custom field in the Logbook makes this field available in the Custom Screens manager
  • Only when you add this specific custom field in the Check-in flow, or when you create a question, will the custom field show in the Text & Translations
  • Editing the title of a question in the Custom Screens Manager should edit the field in the Text & Translations and the Custom Field in the Logbook
  • However, the contrary isn't true: editing a custom field it in the Text & Translations isn't reflected in the Custom Screens Manager or Custom Fields in the Logbook. The reasoning behind it? The translation will only apply to the specific language where you are providing the translation for.

You can find more information on how to take advantage of these fields here.

If you have any additional questions, please don't hesitate to contact us at support@proxyclick.com .

Tips 💡 

  • Unsure on how to set up your own custom fields and custom flow? Let's organize a workshop together! 
  • Reached your limit of 10 custom fields? Let's talk about your requirements! 
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