DaySmart

System Fields Explained

This guide explains how to create custom fields to collect and store customer data, from your business dashboard settings or directly within an existing customer form.

Creating fields

Pre-loaded fields explained

Introduction to Customer Fields

View and edit customer profile fields

How to complete fields on the customer profile

This guide explains which staff permissions are required to create, edit, and manage Customer Fields in your account.

What permissions are required to manage fields?

Understanding and using the customer field list

Editing fields

Deleting Fields

Why can I not delete certain fields?

Enabling marketing preferences

Multiple choice fields

Angel Horowitz

Costa Bontioti

Fields

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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