You can create custom tags to define your own fields in LAC forms by using the Custom Tags tab from the Administration page. Currently, custom tags can be created only for Customer forms, but will be extended to other areas in the future.
When you create or edit a customer, the Custom Tags tab in the Create Customer or Edit Customer dialog contains all the custom tags you have added. Essentially, the custom tag is a field label that is added to a form in LAC. You can enter whatever information you like in your custom tag field.
For example, you might like to track the technical support level purchased when adding customers to LAC: Bronze, Silver or Gold. To do this, you would add a custom tag called, for example, "Support Plan." Then, when you create or edit a customer, you can open the Custom Tags tab and enter the appropriate support level in the Support Plan field. .
To create a custom tag:
- Open the Custom Tags tab in the Administration page.
- Click Create Custom Tag.
- In the Name field, enter the name for the custom tag. The name should be descriptive, so LAC users understand what information should be entered in the field when filling out a form.
- In the Type field, select the type of forms the custom tag should be applied to. Currently, only Customer can be selected.
- Click Save to create the tag. You return to the Custom Tags page, where you will see the new tag has been added to the list of custom tags.
You can edit or remove custom tags at any time using the edit and delete icons under the Action column in the custom tags list. Note that if you delete a custom tag, it will be removed from all forms that use it, so you will lose any information that has already been entered into LAC using that custom tag.