Custom Fields

To fit your individual needs and add different kinds of additional information you can create custom fields of various types: Number, CheckBox, String, Text, Date, Time, Date and Time, for each group – Clients, Projects, Corporate Experts, Freelancers, and Corporate Expenses.

Custom fields can be added on Custom Fields page of the Advanced Settings window.

Note: You can create custom groups of fields as well and variables for using custom fields value in your .rtf templates!

To open Custom Fields page click Custom Fields in the left part of the Server Administrator Corporate Settings window.

When creating a new field, you will need to specify the Group of fields the newly created field belongs to. So if you want it to be other, than default Common group, please create custom Group of fields first.

To add a new Group of fields:

1. Select the necessary tab: Clients, Projects, Corporate Experts, Freelancers Corporate Expenses

2. Click New button from the upper row of buttons.

3. Specify Group of fields in the New Custom Group of fields window.

4. Click OK to save changes or click Cancel to discard.

To edit/delete Group of fields select it from the list and click Edit or Delete button correspondingly from the upper button row.

Note: To be able to delete the Group of fields you need to delete all Custom Fields it contains first.

To change the order of the Group of fields, i.e the order of tabs with the Custom Fields, use / buttons from the upper row.

To add a new Custom Field:

1. Select the necessary Group of fields (if you have created more than one).

2. Click New button from the lower row of buttons:

3. Fill the fields of the New Custom Field window:

Use Edit button from the lower row to change the name, type or variable name of the selected Custom Field. You can enter the changes in the Edit Custom Field window, that will appear on the button click. It is absolutely similar to the New Custom Field window described above. Example:

To delete the Custom Field click Delete button from the lower row and confirm the deletion.

Use / buttons to move the selected Custom Field relative to the other Custom Fields.

Use button to fix the current sorting order of the Custom Fields.

To move the Custom Fields to another Group of fields, i.e. another tab, click button, point with the mouse arrow at the target Group of fields (the Group of fields records become yellow when you point at them, see the screenshot below) and click on it once.

To confirm all changes you have made with the Custom Fields click button.

To cancel all changes click button.

The new custom fields appear on the Custom tab of the Main page of the Client, Project, Freelancer or Corporate Expert window. For example on the following screenshot First contact drop-down list is a custom field placed on the Dates custom fields group.

See Also: Corporate Settings