How to Configure Custom Fields

 

If you have the required profile release, you will be able to view the admin panel and make the changes or creation of your company’s custom fields.

The configuration of the custom fields is done through the Administrative panel, clicking on the client, as shown in the image below:

When opening the client registration screen, click on the Configure MDC Columns tab.

On this screen, you can register custom fields of two types:

  • User: in the User Registration of the Administrative Panel
  • KPI: in the KPI Registration in the user’s dashboard

To register or edit custom fields, just click on the Name and Description fields.

When finished, click Save.

Now you will have these fields available in the user registration.

Also, in the KPIs register, in the Auxiliary Fields section.

Also, these fields can be used in report filters.

 

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