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An additional option resides below these settings and consists of a Custom Field ID. This ID may be used to export the data to an invoice, quote template, etc. When finished, click on OK to save the configuration.
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The custom field ID is a unique identifier you will be able to use to customise your reports, invoices, columns and so on You will need to enter it in the specific templates or dashboards to retrieve the information passed over on that field. |
It will appear as shown below after saving. If you need to remove the field or make changes, a Delete and an Edit option is provided next to each custom field in the settings.
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- The Translation Editor - Web-based editing tool for working on files and documents for jobs.
- The Global Search (Top or Sidebar) - Global search tool for locating specific keywords or segments within the system. To learn more, see the What is Global Search? page.
