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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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Custom Fields for Company Information
When creating custom fields for company information in the system, an additional choice is provided above the Type of Field option titled Used with:. This setting determines if the field will be used for clients, suppliers, or both in the system. The default choice is Both and you can change this by ticking the appropriate radial.
Custom fields for company information will appear on the Company Details page for clients and/or suppliers depending on what has been chosen here.
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Custom Fields for Resources
Resources consist of the translation/project memories and terminology databases used for client projects in the system. When configuring a custom field for resources, you have an option to configure the field to be used with one or both of these.
By default, Both is the chosen setting for these custom fields. To change this, just click on the radial next to the desired option.
Custom Fields for Segments
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Custom fields may also be created for segments of files. As part of this configuration, you can choose if these fields are used with translation/project memories and/or terminology databases in the system. When configuring a custom field for resources, you have an option to configure the field to be used with one or all of these.
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