Move Custom Fields Between Sections

Modified on Wed, 16 Nov 2022 at 03:32 PM

Once you have been using custom Pages, Sections and Fields, you may need to move a Field from one Section to another.

What are Custom Fields?

Custom Fields give you the power to design a custom database, with whatever data fields you need in a client account, a pet record, a staff record and Service Reports, and this is also reflected in a customized Client Portal. Not only can you maintain the data your business needs, you can set permissions on a field-by-field basis to allow different access and editing rights to only those groups you permit: Staff and Clients.

Your data consists of separate Pages of information, and each page has Sections and each Section has Fields where data is input. Additionally, the data is dynamic, meaning you can control the input options or questions, depending on the answer to a previous question. For example, if a client is completing a pet record for a cat, you can ask a different set of questions than for a dog. Learn more: Custom Fields Display Conditions.

What does the Field status panel mean?

Each field now has a "status" panel describing what you can – and cannot – do to customize it in custom fields. Below are two examples of a "system" field that cannot be customized, and a custom field that can.

Note: fields that cannot be deleted are ones that have already been populated in client, pet or staff accounts.

Move Custom Fields Between Sections

Navigation: Admin > Custom Fields > Choose database area

Step 1

Select the Page that contains the Section where you want to move the Field to.
Then select the Section.
Now Select the Field.

Select a field to move to another section in your cat sitter software

Step 2

Click the "Section" drop down containing all "Sections" listed within their associated "Pages."
Choose the "Section" where you would like to relocate your Field.
Click "Update."

Move a field to another section in your cat sitter software

Step 3

The Field is now within the with the new Section you moved it to, and it will appear in the new Section when viewing the Client Account as well.

Tip: Once you have moved the Field to a new Section, can you move it up or down in the Section.