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tologo Custom Fields

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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 and Business Expenses.

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

_bm3 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 Advanced Settings window.


custom fields


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 or Business Expenses.

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

upper row


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

new custom group

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.

_bm3 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 move up higher/move down_upper 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:

lower row


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

new custom field

·Enter the name of the new Custom Field in the Name text box.
·Select the data type of the new Custom Field from the Type drop-down list.
·Enter the name for the variable that will possess the value of the new Custom Field; you will be able to use this variable in the .RTF templates.
See Also: Templates
·Click OK to add the specified Custom Field or click Cancel to discard.




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:

edit custom field




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


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


Use fix sorting 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 change group 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.

change group2

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

To cancel all changes click cancel button button.




See Also: Business Settings

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