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What are Custom Fields?

Custom Fields enable the creation of additional fields to enter and track information apart from the standard fields.
These can be created at different levels throughout the system: 

  • Objects
  • Contacts
  • Bookings
  • Projects
  • Invoices
  • Purchase Orders
  • Incoming Invoices
  • Media Library
  • Media Orders
  • Dispatches 

and are available across multiple reports.
In the case of Object, once configured, Custom Fields are accessed through the Custom Fields icon:

In the rest of areas, like Contacts, Bookings, Projects and Invoices, these additional fields will be directly displayed next or below the standard fields.

Custom Fields created in the Server Setup: 

  • Task Booking: Server Setup > Bookings tab > Tasks > (Task Name) > Customs 
  • Maintenance Booking: Server Setup > Bookings tab > Maintenance 
  • Customs Booking Object: Server Setup > Bookings tab >Booking Object Customs 
  • Project: Server Setup > Projects tab > Project Customs 
  • Container: Server Setup > Projects tab > Container Customs 
  • Project Work Order: Server Setup > Projects tab > Project Work Order Customs 
  • Expense Sheet: Server Setup > Projects tab > Expense Sheet Templates > (Template Name) > Customs 
  • Contact: Server Setup > Contacts tab > Customs 
  • Media & Entry: Server Setup > Media Library tab > Libraries > (Library Name) > Library Customs (Media Customs) & Library Entry Customs 
  • Media Order, as Object (Object Custom Fields): Server Setup > Media Library tab > Media Orders > (Media Order Name) > Customs
  • Invoice: Server Setup > Financial tab > Invoice Customs 
  • Saved Object Reports: Server Setup > Financial tab > Saved Object Reports > Saved Object Reports Customs
  • Budget: Server Setup > Financial tab > Budget Settings > Custom Fields 

Custom Fields created from within the Client application: 

  • Booking: Toolbox > Settings > Booking Defaults > select a Booking name > Server Setup > New/Modify > Customs 
  • Object: Can be applied to Objects, Users, Object Classes and Contacts. Object Manager > click on Menu icon > Setup Custom Fields
  • Binder: Toolbox > Settings > Binder/Marker Defaults > select a Binder name > Server Setup > New/Modify > Customs 
  • Marker: Toolbox > Settings > Binder/Marker Defaults > select a Marker name > Server Setup > New/Modify > Customs 
  • Outgoing Purchase Order: Object Manager > menu > Setup Custom Fields > Outgoing Purchase Orders > PO Customs 
  • Incoming Invoices: Object Manager > menu > Setup Custom Fields > Incoming Invoices Customs 

See details for each in the corresponding chapter.

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