PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Customizing Clients > Custom Labels and Lists
Custom Labels and Lists

There are a many custom fields available throughout the software that can be used to store information specific to your studio's needs. Custom fields can be used in calendar descriptions, filters, form letters, and HTML emails. You can also display and sort by them on the hubs.  

Use Custom Labels and Lists maintenance to change how these fields are labeled in the software. Go to Maintenance > General (Studio) > Custom Labels.

  • Client - Client records have custom fields on the General tab and the Custom tab. On the General tab there are two short text fields and two date fields. On the Custom tab there are 10 short text fields, two date fields, and two notes fields. Notes fields can store an almost unlimited amount of text.  

  • Session - The session custom fields are all on the Custom tab. There are 32 short text fields, 10 date fields, nine notes fields, and 10 checkboxes.

  • Invoice - Invoice custom fields are on the Custom tab. There are 10 short text fields, 10 date fields, and 10 checkboxes.

  • Payments Payment fields are on the Custom tab. There are four text fields, four date fields and four checkboxes.

  • Appointment - There are 10 short text fields, 5 date fields, and 5 checkboxes on the Custom tab of the Appointment screen.

  • Production - Production orders have a Custom tab for all custom fields. There are 20 short text fields, two notes fields, 10 date fields, and 10 checkboxes.

  • Tasks - Tasks have a Custom tab for all custom fields.There are 10 short text fields, five date fields, and five checkboxes.

  • Organization - There are 10 short text fields, five date fields, 10 checkboxes, and two notes fields on the Custom tab of the Organization maintenance screen.

  • Phone CallsThere are three short text fields and three date fields on the General tab of the Phone Calls screen.

  • Users - There are 10 short text fields and two date fields available on the Custom tab of the Users maintenance screen.

  • Location There are five custom fields available on the Custom tab of the Location maintenance screen.

  • Price List ItemThere are ten custom text fields available on the Custom tab of the Price List Item maintenance screen, along with five custom date fields and five checkboxes.    

 An optional Drop Down is now available for each Custom Label.  To add the new Pick List:

1. To add to a drop-down pick list to a custom text box, click the + button.



2. Type the description for each item that should appear in the drop down list.
3. Press “Enter” to save change(s).
4. Optionally, if you wish to display one thing to your user, but actually store something different in the database, you can use the Value column. For example, set the Description to "May" but the Value to "5." 5.Select Limit to List in the ribbon to require employees to choose an option from the drop down rather than entering their own custom pick.
6. To delete the drop down option, click the – on Custom Label and Lists Maintenance.



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