Setting up custom data
Access custom data settings
Create custom field definitions
Configure field details
Set up your custom field:
- Name: Display name for the field (e.g., “Serial Number”, “Condition Notes”)
- Key: Auto-generated identifier based on the name (can be manually edited)
- Type: Select from the available field types (see below)
Field types
Custom data supports the following field types:| Type | Description |
|---|---|
| Single line text field | Short text input for simple values like serial numbers or codes |
| Multi line text field | Longer text input for notes or descriptions |
| Boolean | True/false checkbox for yes/no values |
| Date | Date picker for dates without time |
| Date and time | Date and time picker for timestamps |
| Money | Currency value input |
| Customer reference | Link to a customer record |
| Rental reference | Link to a rental record |
| Return reference | Link to a return order record |
The field type cannot be changed after creation. Choose the appropriate type when creating your custom field definition.
Managing custom field definitions
Edit existing definitions
Edit existing definitions
Click on any custom field definition name to edit its settings. You can update the name and key, but the type cannot be changed after creation.
View usage statistics
View usage statistics
The custom data table shows how many items or rentals are using each field definition, helping you track adoption and identify unused fields.
Delete definitions
Delete definitions
Use the Delete button on individual field definition pages to remove unused custom fields. Be careful as this action cannot be undone.
Best practices
Field naming
Field naming
Use clear, descriptive names for your custom fields that will be easily understood by your team (e.g., “Warranty Expiration”, “Purchase Order Number”).
Key consistency
Key consistency
While keys are auto-generated, you can customize them for API consistency. Use lowercase letters, numbers, and underscores only.