Custom fields enable you to stroke any data you wish in Engager, each custom field becomes a place holder automatically and a filter in the client view.
We take a look at the uses and how to create the custom field in this video and there’s a step-by-step PDF guide as well
Custom Fields
Custom fields are incredibly powerful and useful - think of them as an item that you can interact with on the system, to trigger events or include as placeholders within emails (Placeholders are like your mail merges)
We recommend watching our tutorial on these as there’s a lot you can do with these fields and they will help tailor your Engager experience to match your Practice even more - https://help.engager.app/hc/en-gb/articles/18598118248466-Using-Custom-Fields
For a quick overview, here’s a quick example of how you could use a Custom Field.
In this example, I want to adjust my Self Assessment default pricing for a proposal, because the prospective client has self employed income as well as their salary and dividends. As the self employed income is outside of our standard Self Assessment pricing, I’m going to adjust accordingly
Head to your Settings - Client Data - Custom Fields
This is where you can start populating these fields and entering in questions or information that you want to hold / ask the client
With the above example, I want to create a NEW Custom Field in the SA100 Information section - eventually, yours will look like this as you tailor Engager to match your practice’s needs
This is where you can start to programme the behaviours that you want - so in this example, I want to charge 5 times the amount of my usual self assessment fee of £100, if they are self employed.
You’ll start to see how this all comes together in the pricing tool as well - if you ever get stuck with how something is calculated, head on back to your Custom Field and check how you’ve programmed the behaviours.
You can also play with some of the data values and types too so if you wanted to have a scenario in Bookkeeping as an example, and wanted to charge the customer for an average number of transactions to reconcile per month, us the Whole Number value and the system will calculate accordingly.
This could be your average number of transactions - enter this as your ‘Whole Number’ for that month x the Default Value being £0.15p
Once you’ve had a play with your Custom Fields, when you come back your pricing within the Service, you’ll see that you can select ‘Add an Operation’ then pull through your new Custom Fields to interact with - you can be as complicated as you like if you need to
Then we you see all of the above come together, it will appear like this on your Services and Pricing page:
Before:
After: