Custom Fields can be added to some screens to record additional information which is not covered by the standard fields. They can be created in various formats to suit the type of information being recorded.
Once defined, Custom Fields are displayed on the relevant screens according to the Custom Field Area defined.
Data entered into Custom Fields can be reported on by creating custom reports in Report Builder.
Custom Fields are maintained in Admin > Company Settings > Custom Fields.
First select the Custom Field Area from the drop down list – this can be either Projects, Contacts, Clients, Suppliers, Users or Tasks.
Click on the New Custom Field button.
Select the type of field required from the Data Type selection:
Single-Line Text will give a single line entry field on the relevant screen which will allow data to be entered in any character format.
Multi-Line Text will give a multi-line entry field on the relevant screen with a scroll bar which will allow the entry of up to 4000 characters in any format.
Number will give a box on the relevant screen which will allow only numbers to be entered.
Date will give a calendar on the relevant screen to allow a date to be selected.
Single Select List will allow a pick-list to be built, from which any one item can be selected on the relevant screen
Multi Select List will allow a pick-list to be built, from which multiple items can be selected on the relevant screen
Click Next.
Enter a Name for the custom field and select the Custom Field Size.
If you have selected a Single or Multi Select List, add the list items.
Click on Save and Close.
Click on OK.
Select the appropriate Custom Field Area.
Click on the Custom Field to be edited.
Amend the Custom Field Name as required.
Amend the Custom Field Size as required.
Click on Save and Close.
Click on OK.
Select the appropriate Custom Field Area.
Click the Delete icon against the custom field to delete.
Click Save.
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