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:
These can be created at different levels throughout the system:
- Objects
- Contacts
- Bookings
- Projects
- Budgets
- 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:
- 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:
- Task Booking: Toolbox > Settings > Booking Defaults > Tasks > (Task Name) > Customs
- 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