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- Projects - Fields are displayed on the project details page and some dashboards (orders, jobs).
- Jobs - Fields are displayed on the job details page and some dashboards (projects).
- Orders - Fields are displayed on the order details page and some dashboards (orders, jobs).
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- Companies - Fields are displayed on the client/supplier details page.
- Invoices - Fields are displayed on the invoice details page.
- Resources - Fields are displayed on the resource details page.
- Segments - Appear when clicking on a segment in the Translation Editor.
- Persons - Fields are displayed on the account details page of users (internal or external).
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When creating a custom field for orders, this field may also be included in the New Order Form and shown as an entry option when clients submit the order through the Client Portal. |
How to Access Custom Fields
With custom fields, you also have the option to choose what type of field will be added. For example, it can be an image upload field, a place to enter a hyperlink, a simple text entry box, or even a drop-down list of options. You can also define the number of characters and rows the field has as well as change their order on the corresponding page.
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To access the settings for custom fields, click on Settings in the top toolbar and then scroll down to the General Settings section. Click on Configure to the right of the Custom Fields option.
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