To create a custom field, first go to Settings > General Settings > Custom Fields and then click on Configure. Next, click Click on the appropriate location for the custom field and then click on Add in the upper right corner.
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For this example, we will be showing how to create the Mobile Number custom field for projects in the system. To begin, first enter a Field Name for the custom field by clicking on the text box and entering the desired name. You may also add a Description in the same manner, but only the Field Name is required.
Type of Field
Next you will need to select the Type of Field that will be used for the custom field. The type maybe may be one of the following:
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To make a selection, click on the drop-down menu and choose the type you want to use for this custom field. In this example, it will simply be a text field for entering the mobile number. You may also configure the field to be mandatory by ticking the checkbox next to the this option on the configuration screen.
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Since this is a mobile number the Maximum Text Length will be set to 15 and the Rows will be set to 1. The maximum text lenght length is 1000 and the rows may be configured to as high as 5.
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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 date data to an invoice, quote template, etc. When finished, click on OK to save the configuration.
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