To request a new Custom Field, please follow the steps below:
Click on the button or the image below to download a copy of the request form.
Complete the form and return it to your Customer Success Manager or our Support team, add any additional details if necessary.
If you have any questions about the available options or about custom fields, please reach out and discuss with your Customer Success Manager or our Support team.
The custom field request form includes 2 worksheets:
Request Form (please fill out all necessary fields)
Custom fields glossary (descriptions and examples of field options)
When you're ready to get started with Custom fields, see our article here.