Loop Custom Field Pick Lists
Within Loop, General Managers or any other Team Member with and Admin-level or higher account can now modify Custom Fields to have static lists. These pick lists can be populated with names of Team Members at locations or the types of facilities available for example.
For information on creating the initial pick list please refer to this Knowledge Base article.
To access the Custom Field in order to add, remove, or modify values in the pick list the User will need to navigate to the Settings page from the Loop Inbox.
Figure 1 – navigating to the Settings page
On the Settings page, the User will need to select “LOCATIONS”.
Figure 2 – Locations option within Settings
Clicking on “LOCATIONS” will bring the User to the Admin screen. On the Admin screen, the User will need to click the name of the Location they want to modify the pick list for.
Figure 3 – List of locations in an account
When a location has been selected, the User will need to click the “Custom Fields” option.
Figure 4 – Custom Fields option on the Admin screen
From the Custom Fields menu, the User will be able to add, modify or remove values from the Pick List as desired.
Figure 5 – Available values in the Pick List for the specified location