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Please note that the following example applies to custom field settings for projects, jobs, orders, and invoices. Additional sections are provided at the bottom to explain unique settings for companies, resources, and segments. |
How to Create a Custom
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Text Field
Name and Description
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.
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