Custom Fields allow the merchant to create fields that are specific to their line of business. The fields will be included in all API functionality (inbound and outbound) as well as transactions performed in the Virtual Terminal.
Setup and Manage Custom Fields
Step 1: Click Add Custom Field or Edit.
Step 2: Click the Required check box if the new field should be required for each transaction (via the Virtual Terminal and API).
Step 3: Click the Pass Through check box if the field should be passed out of the system in the event that the gateway is connected to a second processing system, like Geo-Fencing for location based advertising or a warehousing and fulfilment system.
Step 4: Click the Encrypt check box(for client scope only) if the field should be encrypted.
Step 5: Enter the Name of the new custom field.
Step 6: Choose the data type for the new field.
Step 7: Specify the Display Options.
» On Report
» In Virtual Terminal
» In Output File – data will be included in the Output File that may be sent to a third party system
Step 8: Chose the Scope for the new field.
» Client – when using a Client scope, the Custom Fields will apply to both Clients and Customers.
» Both – both Transaction and Client Scope
Step 9: If the new field is a list box, click Values to set the options in the list.
Step 10: Click Save in the final column of the Custom Fields grid.
Note that required setting from Setup Custom Fields page could be redefined on the Required Fields Settings page.