Custom Loan Fields

Reftab allows you to add customizable fields when checking items out. Custom loan fields allows you to change what information you want to collect during every loan and reservation.

Log into Reftab as an administrator and click “Settings” > “Loan Options

Reftab administrator

Then, “Manage Custom Loan Fields

Manage custom loan fields

Then, add your field. You can add a general ‘text’ field or a pre-populated list:

General text field

Click “Save Field” when done

Save field reftab

Once saved, when users reserve equipment or check items out, these fields are available to be filled out:

Equipment check items

This information is then visible on the loan history and can be seen on the “Loans” page by selecting the custom columns:

Visible loan history

You can make further edits by clicking “Actions” > “Edit / View Loan”.

Actions view loan

Reach out to ‘help@reftab.com’ for any questions.

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