Custom Fields

The Custom Fields page maintains custom fields you can use in forms in many different modules. For example, you can add custom fields to forms in:

CRM - Accounts, Contacts, CRM Activities, CRM Opportunities, CRM Quotes and Sites, Sales Order.
Projects - Projects and Project Tasks
Service Desk - Tickets, Pending Tickets and Assets (Physical and Software).
Inventory - Dispatch Orders, Products, Product Quotations, Receiving Purchase Orders.
HR - Employee Records

Custom fields can also be included in Ad Hoc Report Writer reports.

Editable Fields

Field Name - The name of the custom field.
Field Type - Free Text, Date, Data List, Numeric, or Money
Module Name - The module using the custom field.
Order - The order custom fields display in a form.
Status - Active or Inactive
Required Custom Field - If Yes, entering a value in a custom fields is required to save a form.