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- Projects - Fields are displayed on the project details page.
- Jobs - Fields are displayed on the job details page.
- Orders - Fields are displayed on the order details page.
- 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.
For more information about creating custom fields and making changes, please see the following pages:
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How to Access Custom Fields
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.
An Example
For example, below let's say you want to create a custom field has been created for Project creation titled Mobile Number, for Projects titled Mobile Number. In order for this field to appear as an entry option in projects, it must first be created as a custom field. This is because the pre-defined fields do not inlcude the option of entering a mobile number. To make this all happen, you first create the custom field, as shown below:
When Then, when a project is created in the system, the mobile number field will appear in the project details page for entry or be automatically input by the client through the order form (if configured).
For more information about creating custom fields and making changes, please see the following pages:
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