We know how important it is to have flexible software that suits your business, and that is why we have developed the custom field function. These fields are an excellent way for you to add in information in fields that OpenSolar does not already provide you with.
To create custom fields, you’ll need to be an admin. First, hop into the control zone, then go to business processes > custom fields
From here, you can create 5 types of custom fields: project, contact, COGS buildup, Fulfilment and Acquisition.
- Project fields will be located in the project > info tab
- Contact fields will be located in project > info > custom contact
- COGS buildup, Fulfilment and Acquisition fields will create a new line item in control > pricing & payments > cost information list
Click on CREATE and select your first field. You can create up to 5 custom fields for project and COGS and up to 2 custom fields for contact.
When creating your field, you have the ability to choose from text, dropdown or date time. Text allows you to enter free text in that field. Drop down allows you to create a list of selectable options for that field. Date time allows you to select the date and time for that field.
Once you have created your fields, it is good to refresh your browser and wait a moment for them to appear in their designated areas.
You can utilise these custom fields to insert key information in your sales proposal or documents (e.g. install instructions, user manual etc.). To do this, go to that specific template, click on the placeholder icon (see below screenshot) and select the field. This will then automatically pull information in that field into the document.
Using these placeholders inside your documents is the perfect way to auto-populate information, and could even be used to address specific compliance requirements in your country.
If you have any questions about using this feature, feel free to open a ticket using this link.