You can use extra input fields to add additional information (to a 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 modules or categories in Rentman:
- Projects and subprojects
- Equipment (and planned equipment on a project)
- Serial number
- Contacts and contact persons
- Crew members (and scheduled crew on a project)
- Vehicles (and scheduled transport on a project)
- (Default) function
- Time registration
- Additional costs
Note: Added input fields do not show up in the Rentman Mobile app at this moment in time.
Add an extra input field
- Go to the settings Configuration module > Settings > Extra input fields.
- Click + Add extra input field 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.
Group extra input fields - select or create a new group to organize your extra input fields. Read more about this under the section group extra input fields.
Use in searches - Enable this option to make this field for searchable in the overviews.
Note: With exception of the options within a drop-down menu, you cannot edit an extra input field once it's been created. This is because it could cause issues in existing projects (and relevant documents) where this field is already in use.
Group extra input fields
You can easily categorize your extra input fields, by creating and allocating them to custom-made groups. This can come in handy, when you make use of multiple extra input fields under one category and want to organize them.
Follow these steps to add and extra input field group.
- Add extra input field or select the extra input field that you would like to add to a group.
- In the input fields group, type the name of the group
a. If the group already exists, select it from the list
b. Otherwise, press enter to create a new group
- Save and refresh the page
Your Crew members and Contacts can be linked to virtually anything in the software. This could be a project (e.g. "Project manager"), equipment (e.g. "Belongs to"), vehicle (e.g. "Driven by"), etc.
To create a "linked" extra input field:
- Select "Linked item" in "Type of entry field" when creating the extra input field
- In "Linked item type", select what you would like to link
The above steps will create an extra input field which can be searched for any crew member or contact, respectively.
Example: You want to create a "Project manager" field. In this field, you want to put which project manager is responsible for a (sub)project. This extra input field "Belongs to" Subproject and the "Linked item type" is Crew member. The below field can now be used to search for and assign any crew member in your database as the project manager of any project.
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.