Add extra input fields

You can use extra input fields to add additional information (contact person or equipment for example). Your created input fields will be added to your main modules and the information will be part of your core data. This means that the information coming from extra input fields can be used for filtering, or displayed on call sheets, invoices, packing slips etc.

Example: You would like to indicate in a project whether lunch will be provided on location or not. In this case you would add a new field and name it “Lunch provided on location” and assign it to ‘subproject’ with a ‘Yes/No’ entry field. The extra input field you have created will be displayed when creating a new project under ‘Extra input fields’ in the general tab. By adding a variable to your call sheet template you can make sure that the information will also be visible for the project crew.

Available for: Lite Classic Pro

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Modules

You can add extra input fields to the following modules or categories in Rentman:

  • Projects and subprojects
  • Equipment (and planned equipment on a project)
  • Serial number
  • Contacts and contact persons
  • Crew members
  • Vehicles
  • (Default) function
  • Time registration
  • Repair
  • Subhire

Add an extra input field

  1. Go to the Configuration module > Settings > Extra input fields.
  2. Click Add and fill in the following information:

    Name
    The field name.

    Belongs to
    Choose a module for this field. In that module, your input field will show in the section “Extra input fields”.

    Type of entry field
    Choose what the entry type of the field will be.

    (Optional) Default value
    Insert the value that will be entered by default.

You cannot edit an extra input field once you've created it. This is because it could cause issues in existing projects (and relevant documents) where this field is already in use.

Added input fields do not show up in the Rentman App at this moment in time.

Show input fields on documents

You can display your extra input fields on documents and slips, such as quotations, invoices, packing slips and callsheets.

Add column to overviews

You can add your extra input fields as a new column to the overviews in Rentman. This allows you to quickly see the column value for each item.

Frequently asked questions

How do I import my extra input fields?
In your import file, create a new column with the name of your field. Check your settings in Rentman for the values you should use in that column.

How do I export my extra input fields?
Read our article about exporting data for instructions.

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Comments

2 comments
  • Can you export the values of extra input fields in the excel export function?

  • Hi Todd,

    Yes, you can export your extra input fields and their values.

    I've now finished our article about exporting data, including instructions for exporting extra input fields.

    https://support.rentman.io/hc/en-us/articles/360001829673

    Additionally, I've added a new Frequently asked question to this article that links to the "Export your data" article.

    Léon

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