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Creating Monetary Custom Fields in Pest AI

Learn how to streamline your financial data management in Pest AI by setting up monetary custom fields. This guide provides a step-by-step process for creating fields dedicated to capturing monetary values, ensuring accurate and organized financial records.

1. Click on "Settings".

1 Click on "Settings".

2. Click on "Custom Fields".

2 Once that's done, click on "Custom Fields".

3. Click on "Add Field".

3 Click on "Add Field".

4. Once that's done, click on "Monetary".

4 Once that's done, click on "Monetary".

5. Once selected, there will be a preview section for you to check.

5 Click on "Preview".

6. Like what you see? Move forward by clicking on the 'Next' button.

6 Next up, click on "Next".

7. Now add a name in the 'Field Name' section.

7 Once that's done, click on the element.

8. Now you will see a drop-down menu, click here to select 'group'

8 Click on "Group".

9. You may also add a placeholder by clicking here

9 Click on "Field Selected".

10. Next, another drop-down menu will appear for object selection.

10 Click on "Contact".

11. If you're making a form or survey, add a prefill value here.

11 Then, click here.

12. Once that's done, click on "Additional preferences".

12 Once that's done, click on "Additional preferences".

13. Want a unique key? Customize it by clicking here.

13 Click here.

14. Give your new custom field a description in the provided space.

14 Click on the element.

15. Final step, just hit 'Save' to confirm your settings.

15 Following that, click on "Save".

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Creating Monetary Custom Fields in Pest AI | Pest AI