Edit Custom Fields

Does Passare not have a field you need on a report or a custom form? No worries! You can add columns to user reports or a field to a form to meet your specific needs.

Add Custom Fields:

To add Custom Fields, select Admin > Organization.

 

Select Custom Fields > Add Field.

 

Enter the Field Label and select the Field Type. The field type will vary based on the information you want to gather.

 

 

Select the Checkmark to Save.

 

You can add up to 20 custom fields.

Edit Custom Fields:

To edit a custom field, select the Pencil next to the field.

 

Update the information and Save. 

Delete Custom Fields:

To delete a custom field, select the Trash Can to the right of the field. 

Find Custom Fields in a Case:

Now, when you're in a case, you'll see the section for Custom Fields.

This is where you will add the information for the fields you created. 

Make sure to Save!

 

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!