Companies form
It's possible to add companies in i-Reserve when the Company tab in the menu is added. To (contact) data to enter the company the block "Company" used on the dashboard. Fields can be added, but also the name of the standard fields can be changed.
Go to the configuration menu with the dropdown menu under the user name. Choose the tab 'Forms' - 'Companies form'. The configuration screen then opens. Click on the icon behind the name field to rename the field. Then click Save and refresh the screen by clicking F5. The new name appears in parentheses. The result can be viewed by clicking on the black arrow behind the Company tab and click New company.
The fields can be displayed on the [[text_link link_to = "1109" LINK_TEXT = "dashboard"]] of the company in the block 'Company' but also in the block "Custom business fields.
See the following for the meaning of the columns:
| Name | Description | Value |
|---|---|---|
| Field name | This gives a description of the field.
The name is customizable by clicking on the icon behind the name. |
|
| Custom field |
Only to be used when working with tables to measure. This can then be chosen to drop down. |
|
| Mandatory |
Here you have three options. This setting applies to the client pages. |
Not visible - field will not be shown Optional - customer may leave this field empty Mandatory - customer in field mandatory |
| Mandatory (admin) | This setting applies to the management panel and are valid when you add as a business administrator. | Not visible - field will not be shown Optional - customer may leave this field empty Mandatory - customer in field mandatory |
| Checks | These validation settings are there to check the entered value |
Gender: ^[1-2]$ On the internet there are more RegEx validation notation programs. |
| Length |
This value indicates which is the maximum field length. |
|
| Default | This field can be pre filled in. | |
| Advanced | Advanced field settings |
