Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Invoice Settings
- Manage Safety Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
Manage Fields
MIDAS also gives you control over client fields too.
By default, 8 booking fields and 8 client fields are present.
The default booking fields are: Date(s), Times, Venue(s), Attendees, Client, Type, Notes, and Resources. With the exception of the Date(s) and Venue(s) fields, each field can be shown/hidden, and on the booking and request screens also set to be optional or required.
Optional Setup and Breakdown time fields can also be enabled.
The default client fields are: Client, Organization, e-mail, Address, Phone, Fax, Cell, and Notes. With the exception of the Client field, each field can be shown/hidden or set to optional or requires according to your requirements.
You'll find these settings via MIDAS Admin Options → Manage MIDAS → Fields.
From this screen you toggle between viewing booking fields or client fields. You can also add your own custom booking or client fields....
Adding a Custom Booking or Client Field
- Switch to the appropriate Booking Fields or Client Fields tab.
- Click/tap the "Add Custom Field" button.
- A small window will open allowing you to specify the following:
- Field Name - The display name of your new field.
- Field Type - The type of custom field you wish to add. Available options include:
- Checkbox - A "tick box" field.
- File - Allows uploading/attaching of files and documents to bookings or client records.
- List (Single Select) - A drop-down list of pre-defined items from which a single item may be selected.
- List (Multi Select) - A drop-down list of pre-defined items from which multiple items may be selected.
- Number - A field that will only accept numerical input.
- Range - A "slider" control allowing selection of a numeric value within a defined range.
- Text - A single-line text field.
- Text Area - A multi-line text field.
- URL - A navigable web link to an external resource.
- Field Description - A short description describing the purpose of the field. This will be shown to users directly above the field. Simple HTML code may be included, for instance to provide a link to an external document or website.
- List Items - If a "list" field type is selected, the items in your custom list may be added here.
- Number of Items to show - If a "list" field type is selected, you can provide a hint to user's browser as to how many list options should be displayed at once without needing to scroll.
- Default Value/Item - The default value (or item in case of a list) for the custom field.
- Maximum Length - For Text and Number fields, you can limit the maximum number of characters a user can enter into the field.
- Show Field To - This setting allows you to restrict showing this field to just the user(s) you select, rather than showing it to all users (which is the default).
- Click/tap "Ok" when done to create your new custom field.
Editing a Custom Booking or Client Field
- Switch to the appropriate Booking Fields or Client Fields tab.
- Click/tap the icon alongside the field you wish to edit.
- A small window will open allowing you to modify the custom field (see above for options available in this window).
- Click/tap "Ok" when done to update your custom field.
Removing a Custom Booking or Client Field
- Switch to the appropriate Booking Fields or Client Fields tab
- Click the icon alongside the field you wish to delete.
Re-Ordering Fields
- You can change the order in which fields are shown, via the "Re-order Fields" button at the bottom of the Booking Fields or Client Fields tabs.
Making a field "Required"
- On the Manage Fields screen, left-click (or tap) the tick box in the "Required" column alongside the booking or client field you wish to mark as "Required".
- A "Required" field means that a valid entry needs to be made in the field before you can add/modify the booking or client.
- In the case of a "Checkbox" field, setting it to be "Required" would mean that the box would need to be ticked ("checked") in order to proceed.
- For all other fields, marking them as "Required" would mean that they can't be left blank/empty in order to proceed.
- In the case of custom number, text, text area, and URL fields, right-clicking (or long pressing) on its "Required" tick box will allow you to enter a Regular Expression (REGEX). Subsequent user input into the custom field will then be required to match against the entered Regular Expression.