Extra input fields can be used to add additional information in Rentman. This article explains how you can set up extra input fields for your forms.
Using extra input fields
Go to: Configuration → Extra input fields (under ‘Account’)
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.
You can add extra input fields to the following categories in Rentman:
- Serial number
- Contact person
- Crew member
- Time registration
Adding a new extra input field
To add a new input field go to → Configuration → Extra input fields (under ‘Account’) and select '+add'.
Name: set the field name.
Belongs to: Choose to which category you want to assign the field. The input field will show under “Extra input fields” on the form of assigned category.
Type of entry field: Choose what the entry type of the field will be.
Default value: Insert the value that will be entered on default (optional).