Custom Field Integration in Dash SaaS -

Custom Field Integration in Dash SaaS


Custom fields offer a versatile and efficient way to collect specific, additional information within your modules and add-ons. By simply selecting a field from the list and specifying its type (Text, Date, Email, Number, or text area), you can seamlessly integrate custom fields into your workflow. These custom fields require no additional effort to display and allow you to gather precisely the data you need.

What sets custom fields apart is their compatibility across various modules and add-ons, making them a valuable tool for enhancing processes such as invoicing, HR management, accounting, lead tracking, asset management, contract handling, performance assessment, point-of-sale operations, retainer management, sales, and task tracking. With custom fields, you can personalize and optimize your data collection and management, streamlining your operations to better align with your unique business objectives.



So, the following is the process of the installation of the Custom Field Add-On with the help of which you can easily have access to this add-on.

Step 1: Super Admin Access:

First, the super admin must add the Custom Field add-on by going through a few procedures.

  • Scroll down to “add-on manager” after logging in to the super admin side.
  • Custom Field Dash Saas

  • Click the “+” (Module Setup) button to include the Add-On.
  • Custom Field Dash Saas

  • You will see a box where you must attach the ZIP file for the “Custom Field add-on.”
  • Custom Field Dash Saas

  • You must enable the module once the setup procedure is finished in order for the remaining customers to purchase it.
  • Custom Field Dash Saas

Step 2: Company Login Access:

After the super-admin enables the add-on, the admins can also have access to the custom field add-on.

  • So, first of all, the admin has to purchase the custom field add-on from the add-on manager.
  • Custom Field Dash Saas

Step 3: How to use the Custom Field Add-on?

  • After purchasing the add-on, you have to enable it and once you do that, the custom field add-on will be displayed in the sidebar add-on.
  • Custom Field Dash Saas

  • After that, you have to find out the custom field from the sidebar.
  • To create a custom field, click on the “+” button.
  • Custom Field Dash Saas

  • Write the name of your custom field as per your choice.
  • Custom Field Dash Saas

  • After that, you have to select the type from the list given below.
    1. Text
    2. Email
    3. Number
    4. Date
    5. Text Area
    6. Attachment

  • After selecting the types, you have to select a module from the list given below.
  • Modules Events
    Accounting Customer, Vendor, Bills
    Assets Assets
    Contract Contract
    HRM Employee
    CRM Lead, Deal
    Performance Goal Tracking
    POS Warehouse, Purchase
    Retainer Retainer
    Sales Quotes, Sales Invoice, Sales Order.
    Projects Projects, Tasks, Bugs
    Projects Projects, Tasks, Bugs
    Product & Service Product & Service
    Rotas RotaEmployee
    Sales Account, Contact, Opportunities, Case
    Hotel & Room Hotel Customers
    CMMS Component, Supplier, POS
    Fleet Driver, Customer, Vehicle
    Tour & Travel Tour
    Double Entry Journal Entry
    Internal Knowledge Book, Knowledge
    School Admission, Student, Parent, Homework
    Music Institute Student, Teacher, Instrument, Class
    ChildCare Management Inquiry, Parent, Child
    Gym Management Trainer, Member, Measurement
    Agriculture Management Agriculture Fleet, Agriculture Process, Agriculture Equipment, Agriculture Crop, Agriculture User, Agriculture Cultivation
    Garage Management Vehicle, Service
    Courier Management Courier

  • Then you have to select the rule whether it is not required, or required.
  • You can also edit the name of the custom field by clicking on the “edit” button.

Need more help ?

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