Using custom fields in PitneyShip Pro, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module

1. Select Settings > Custom Fields.
2. If Don't Use Custom Fields is selected, select Use Custom Fields.
3. Select Add Custom Field.
4. Enter a Name for the field. Note: The same field name cannot be used more than once within the same Enterprise.
5. Select the field Type. Field types available are dependent on your product and may include:
   • Text: A single-line free text field.
   • List: A list of values from which the user may select one option.
     1. In the Enter List Values field, enter each value for the list, pressing Enter after each item.
     2. (Optional) To set a default value, place the desired default at the top of the list and select Set first value as default.
   • Radio Button: A set of two values from which a user may select one option. Enter the desired values in the Option 1 and Option 2 fields.
   • Checkbox: This adds a checkbox. If checked this shows as Yes in the Package Activity screen.
6. Under Assign To Page / Form, select the places/screens in the system where you want the new custom field to appear.
7. To make this field visible to only selected divisions, locations, or sites, select them in the Custom Visibility section.
8. (Optional) Select Show Preview to see how the field will look. When finished previewing, select Hide Preview.
9. Select Save.

Note: If both Receiving pages and Contacts (Recipients) are selected for the same custom field:

• Contacts' custom field data will be automatically filled in when receiving a package for that contact.
• If a contact's custom field data is changed on the package screen, the information will not be updated in the address book.

Editing a Custom Field

Administrators can edit custom fields as needed. Only users with an Admin role can perform this procedure.

1. Select Settings > Custom Fields.
2. Select the edit icon next to the field you wish to edit.
   
3. Make the necessary changes.
4. Select Update.

Deleting a Custom Field

If you no longer need a custom field, an administrator can delete it. Only users with an Admin role can perform this procedure.

1. Select Settings > Custom Fields.
2. Select the delete icon next to the field you wish to delete.
   
3. Select Delete to confirm.