Adding a custom field in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module

1. Select Settings > Custom Fields.
2. If Don't Use Custom Fields is selected, select Use Custom Fields.
3. Select Add Custom Field.
4. Enter a Name for the field. Note: The same field name cannot be used more than once within the same Enterprise.
5. Select the field Type.
   • Text: A single-line free text field.
   • List: A list of values from which the user may select one option.
     1. In the Enter List Values field, enter each value for the list, pressing Enter after each item.
     2. (Optional) To set a default value, place the desired default at the top of the list and select Set first value as default.
   • Radio Button: A set of two values from which a user may select one option. Enter the desired values in the Option 1 and Option 2 fields.
   • Checkbox: This adds a checkbox. If checked this shows as Yes in the Package Activity screen.
6. Under Assign To Page / Form, select the places/screens in the system where you want the new custom field to appear.
7. To make this field visible to only selected divisions, locations, or sites, select them in the Custom Visibility section.
8. (Optional) Select Show Preview to see how the field will look. When finished previewing, select Hide Preview.
9. Select Save.

Note: If both Receiving pages and Contacts (Recipients) are selected for the same custom field:

• Contacts' custom field data will be automatically filled in when receiving a package for that contact.
• If a contact's custom field data is changed on the package screen, the information will not be updated in the address book.