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Creating Coverage Types, Custom Data Fields & Custom Tabs
Creating Coverage Types, Custom Data Fields & Custom Tabs
Clu Connors avatar
Written by Clu Connors
Updated over a week ago

Quick Reference: Settings> Coverage Types & Custom Data Fields.

Radiusbob gives you many options to customize. This video gives you an overview then covers how to keep your data organized with:
*Coverage Types (2:58)
*Custom Data Fields (2:58)
*Custom Tabs (7:57)
*Custom Date Fields (9:40)
*Analytics Fields (10:20) (Super Powered Custom fields that allow for filtering/reporting/automated workflow & more)
Recap of work is shown at the end.
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We've annotated this video in the comments on YouTube so that you can skip to the part you're most interested in, but we recommend watching the whole thing to know your options. Click on the Youtube icon on the video to have it play in Youtube for easy access to the time stamps in the comments.

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