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How do I manage fields on Offers?

By default the following fields are included when creating an offer:

If you'd like to collect additional information in a standardized format (e.g. "Will report to") when creating offers, users with Site Admin permissions can do so by adding custom fields to offers.

  • Click Configure
  • Click Custom Options
  • Click Offers
  • Click either + New Field or click the edit pencil next to an existing field
  • Enter the name of the field
  • Select the desired field type. Important note: it is not possible to update the field type of an existing field.
  • If you'd like to be able to use the value of the field in email and offer letter templates, put a check in the box next to Create new email token
  • If you'd like to require that a field be completed before a user can proceed to the next step, put a check in the box next to Required
  • If you'd like to trigger a new version of an offer when changes are made to the field, put a check in the box next to Changes to this field trigger a new offer version
  • Click Save

Any custom fields that you add to offers will be included in the "Offers" report.