Creating Custom Program Fields
You would do this, only if you wanted to collect additional information at the time of the
transaction.
Examples:
● You want to capture an INVOICE number when you recording a loyalty transaction.
● You want to know what the customers favorite colour is.
● You want to know how many people were at the table.
● Anything you can think of.
To create a custom program field:
1. Go to Programs > Program Fields
2. Select the Program that you want to add this custom field too.
3. Click “New Program Field”
4. Field: Add in your Question. Example: What is your favorite Colour? Make this descriptive so the teller/user will know to ask the question.
5. Mandatory: Tick this option if you want to force the teller/user to enter in a value here.
6. Applicable Transactions: Tick the transaction types that you want this custom program
field to show up on. Example: You could have an INVOICE NUMBER custom program
field and only want it to show up on Gift Issuance and Loyalty Issuance.
7. Click Save when you done.
Note: you can add additional custom program fields, just follow the same process.
Tip: To view your new program fields, visit your web terminal.