Custom Fields

In every business process, you need some specific data to process the ticket or task. Application allows you to add extra fields called custom fields. These fields help you collect more information from the customer or user.

You can add three types of fields: Text, Dropdown (select from list), label (To add some instructions) and Image (to display something to help user for data entry)

For example, in a Customer Enquiry form, you may want the customer to:

• Select a Colour → You can add a dropdown with colour options (like Red, Blue, Black).
• Enter Quantity → You can add a text box where they type something like “2 pieces” or “5 kg”.

You can add as many custom fields as you need to make sure you collect the right information for that process.

Later, when you create Product Groups (like Washing Machines, Refrigerators), you can also add custom fields for each product group.

Similarly, you can add custom fields for each process of the workflow.

That’s why it’s important to plan:

• What fields should be added at the Business Process level

(for example, Customer Enquiry or Complaint).

• What fields should be added at the Product Group level

(for example, features specific to Refrigerators only).

For example, a field like “Colour” might make more sense at the Product Group level, because different products have different colour options.

But if the product code already includes the colour, then you might not need a separate field for colour at all.

Custom fields are used to capture detailed and useful information, so your team can understand customer needs better, handle tickets properly, and give the right response or service.

Countries and Currencies

The system includes a predefined list of 156 countries, each with its official currency, along with 2-digit and 3-digit country codes. You can choose to enable only the countries you need, depending on your business requirements.

By enabling selected countries, the dropdown menus used for selecting country and currency will only show those enabled countries. This helps in keeping the selection lists clean, relevant, and easier to use. Please note that enabling or disabling countries in this list does not affect any other part of the application.

Additionally, the list of states for all countries is already defined in the system. However, if needed, you can edit or update the state list using the dropdown menu button provided.

There is an option to specify States or Provinces under the country and currency list:

Each state is displayed in a list with the following information:

• State Code (e.g., AW) – Indicates which country the state belongs to.
• State Code Number (e.g., 01, 02) – Unique identifier for the state.
• State Name (e.g., Oranjestad, Restolend) – Name of the state.
• Special Status (optional) – Information like “Capital”, etc.

These codes and number are predefined as per relevant ISO standard. When changing it is desired that you follow international standard.