Custom Field Limits

There are limits to how many custom fields you can create in your account:

• You can add up to 80 fields using the text, toggle, or drop-down types. Each of these has a 250-character limit.

• You can add up to 20 fields using the text area type. These fields have no character limit.

If you need help configuring any of your custom fields, just reach out. We're here to help.

Step 1: 

1. Click Company Profile, 

2. Then choose Custom Fields.

   
   
   

Step 2. Add/Edit Module

You can add or edit a custom module within any of the following four categories: Clients, Leads, Trips, or Suppliers. 

Clients

In the Client View:

Leads 

In Leads View: 

Trips

In Trip View: 

Suppliers

In Supplier View: 

Step 3. Creating a new Field

Once on the appropriate Module (Clients, Leads, Trips or Suppliers) click the Add Field prompt on the right.

3.A 

Enter the Field Name and, optionally, a Header Group. The Header Group will create a separate section under the Misc. tab in each module, allowing you to organize related fields into groups for easier navigation.  

3.B Header Group. 

Either pick an existing header group or create a new one. 

Header groups appear on the Misc. tab as follows:

3.C 

Choose a Module to assign the new Field to (Clients, Leads, Trips, or Suppliers)

3.D Choose a Field Type

Text Box Types:

A. Text Box

B. Text Area

C. Select List

D. Yes/No

And that's how to Add a Custom Field on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at support@myoasisapp.com. We love hearing from you and are always here to help.