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Custom Intake Fields

As part of your Intake module, you have the ability to request custom fields! Custom fields can help you quickly organize new intake requests, getting projects out even faster.

How To Get Started

Custom Intake Fields are set up by your Client Success Manager or Implementation Specialist. Please contact your Client Success Manager or Implementation Specialist with a full list of the fields you wish to add to Intake. If you do not know who your Client Success Manager or Implementation Specialist is, please contact Bonfire Support for further assistance.

Customization Settings

Organizations can add as many Custom Intake fields as needed! Fields can be marked as Required or Optional, and each field must be one of the following types:

  • Short Text
    • Users can submit text characters
    • Best used for short responses of a few sentences or less.

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  • Long Text
    • Users can submit text characters
    • Best used for long responses allowing users to thoroughly explain or provide detailed information.image3.png

 

  • Date
    • Users can select a date using a calendar date picker, or a date can be entered manually.
    • Date format is: DD/MM/YYYY

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  • Number
    • Users can only enter numerical values

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  • Currency
    • Users can only enter numerical values
    • In future, users will be able to view Currency fields with currency symbols and correct currency formatting.

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Restrictions

Within the Intake module, the first two and the last Intake fields are static and cannot be modified, removed or reordered. These fields include: Request Name, Category of your Request, and Attachments

Custom field names cannot exceed 100 characters, including spaces.

NOTE: Custom Intake Fields must be implemented at the same time as the Intake module. Please contact your Client Success Manager or Implementation Specialist for further information if you already have Intake.

Further Reading

Bonfire Support Hours: Monday - Friday 8:00am - 8:00pm EST