Overview of Custom Fields

Custom fields let you add extra information to consignor accounts, such as IDs, dates, or checkboxes. These fields appear on consignor profiles and are included when exporting reports from the Consignors tab.

Common use cases include:

• Tracking tax IDs or license numbers

• Recording membership or renewal dates

• Adding internal notes or status flags

Go to the Settings tab in the app and click on General.

Creating Custom Fields

To Create a New Field

1. Navigate to Settings > General.

2. Click Add Field and enter a Field Name.

3. Select a Field Type:

   • Text — Freeform input for words or numbers.

   • Number — Numeric values only.

   • Date — Calendar date selection.

   • Boolean — True/false checkbox (e.g., Active or Inactive).

4. (Optional) Mark the field as Required if it must be filled out for every consignor.

5. Set the Order to control where the field appears in the profile.

6. Save your changes.

⚠️ Important: Editing or deleting custom fields will affect how data appears in reports. If a field is removed, the data will no longer be included in future exports.

Assigning Values to Consignors

Once fields are created, you can add values to each consignor profile:

1. Go to the Consignors tab.

2. Select a consignor account.

3. In their Settings, enter the appropriate value for each custom field.

4. Save the consignor profile.

Exporting Reports

1. Go to the Consignors tab.

2. Export a report using the Export option.

3. Any custom fields you’ve created will automatically appear as additional columns in the export.

Notes

• You can edit or delete custom fields at any time.

• Clear field names make reports easier to read and share.