Defining a custom field

Steps

1. 1

   Open Settings

   On the Settings page switch to the “Custom fields” tab.

2. 2

   Pick the record type

   Customer, product or invoice. A separate list is kept for each type.

3. 3

   Add a new field

   Press “New field” and type the label (for example Vehicle plate). The field key is made of lowercase letters, digits and underscores and cannot change later.

4. 4

   Set the type and options

   Pick one of the 12 types. For single or multiple choice, type one option per line. If you like, make it required and give a default value.

5. 5

   Set how it appears

   With “Show as a column in the list” and “Include in export” decide where the field shows, and type its order.

6. 6

   Use it in records

   When you open a customer card, product or invoice, you see the new field in the “Custom fields” section.