Creating Custom Fields
Documentation: Dashboard > Franchise Settings

Customize the Data You Keep
From the Dashboard:

  • Click on "Franchise Settings" in the left panel
  • Scroll down to where you see "Person Attributes" and "Store Attributes"
  • Person fields will be created for every Person in the system (visible on each profile)
  • Store fields will be created for every Unit in the system (visible on each profile)
  • Save Changes
You also create custom fields for any 1 profile. Scroll below the image to see how.

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Individual Custom Fields
Go to "Edit Profile" or "Edit Unit":

  1. Click on "My Metrics"
  2. Scroll down to "Extra Fields" and give them a title
  3. Save changes, and the new fields will be added only to the relevant profile