Using custom fields in SendSuite Tracking Online

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Products affected: SendSuite® Tracking Online
Important Notes
  • A maximum of 5 custom fields may be added to SendSuite® Tracking Online.
  • Two types of fields may be added:
    • Text box
    • List
  • Only administrators may add, edit, and delete custom fields.
  • In SendSuite Tracking Online, custom fields will be visible in the right-most column of Receive, Deliver, and Edit. In the mobile app, custom fields will be visible below the existing fields.
  • In Packages view, the custom fields are in the right-most column positions.
  • Custom fields will appear after the standard fields.

Adding new custom fields
  1. Sign in to SendSuite Tracking Online with an administrator account.
  2. Select Settings (gear icon) > Form Layouts.
  3. In the Custom Fields – Receive, Edit and Deliver section, click the + button.
  4. Enter the desired field name (required).
  5. Select the desired field type:
    • Text box
      1. (Optional) Select Show Preview to view an example of how the field will look.
    • List
      1. In the list options box, enter each desired value for the list. Press Enter after each item.
      2. To set the first item in the list to be the default, check the Set the first option as default box.
      3. (Optional) Select Show Preview to view an example of how the field will look.
  6. Select Hide Preview to resume editing, or select Save to save the field and return to Form Layouts.
  7. To change the order of custom fields, click and drag the fields to the desired positions.
  8. When finished adding custom fields, select Home to return to the home screen.

Editing custom fields
  1. Sign in to SendSuite Tracking Online with an administrator account.
  2. Select Settings (gear icon) > Form Layouts.
  3. In the Custom Fields – Receive, Edit and Deliver section, hover the mouse pointer over the custom field you wish to edit.
  4. Select the pencil icon.
  5. Edit the field as needed.
  6. Select Save to commit the changes and return to Form Layouts.
  7. When finished editing custom fields, select Home to return to the home screen.

Deleting custom fields

Important: When deleting custom fields, the value stored in the field for historical records is retained.
  1. Sign in to SendSuite Tracking Online with an administrator account.
  2. Select Settings (gear icon) > Form Layouts.
  3. In the Custom Fields – Receive, Edit and Deliver section, hover the mouse pointer over the custom field you wish to delete.
  4. Select the trash can icon.
  5. Carefully read the dialog, then select Delete to permanently remove the field from the system and return to Form Layouts.
  6. When finished deleting custom fields, select Home to return to the home screen.

UPDATED: October 03, 2018