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Add your own Information to your Driver's Routes with Custom Fields

Last Updated: Jan 17, 2018 01:54PM EST
Often it is the case that in addition to information related to routing you will need to bring in extra information related to each Order.

Some common examples are gate codes, extra phone numbers, service instructions, chemicals, revenue, or anything that provides more context for your Orders. You can put up to 1,500 characters worth of custom information into each Order, split between 20 different Custom Fields. 

To do this, WorkWave Route Manager allows you to add Custom Fields. This is information about each Order that the route planner does not take into consideration when routing but will display for you when planning the route and when your Driver is visiting each location.



You can do this one of two ways:

1. In the export from your CRM (to Excel, CSV, or API) create new columns with the name of the field you need, and map your new columns upon import. Please see, Import with Excel or CSV and Map your Fields. for more information.


2. Add Custom Fields on a per Order basis inside of Route Manager.

   A. First, go to the "Orders" tab. 

   B. Then, select the Order you want to edit and click “Edit selected Orders”.

   C. In the Edit Order window scroll down to the Custom Fields section, and click the "+" to add a new Custom Field. 

   D. Then, in Field Name (1) enter the name of your Custom Field. In Value, enter the information needed for this Custom Field (2). 

   E. Either add more or click “Ok” when you’re done.

   F. Click "Apply Now" to save your changes.

You can also add information that your Dispatcher needs to view, but your Driver doesn't!

To do this you can create a column on your Excel or CSV file that says:


1) Use the header "nomobile:". The "xxxxx" represents whatever you want your Custom Field to be called. This will only be visible to the Dispatcher.
2) The "xxxxx" represents the heading of the Custom Field you want your Driver to be able to view. This will also be seen by the Dispatcher.

If you wanted to create the Custom Field manually:

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