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Create or Edit Custom Fields

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Custom fields can be created and then added to the following modules:

Access Custom Fields

  1. From the menu, click Settings > Custom Fields. The Custom Fields dialog displays.

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Create a New Custom Field

f you need a specific custom field that is not in the list, then you can create a new custom field. 

  1. Click the New button and the New Custom Field dialog displays.

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  1. Complete the following:
Field Description
Name Enter the name of the custom field.
Group

Groups are only to help with organizing a lengthy list of Custom Fields.

Create or Edit a Custom Field Group

  1. Click the Manage Groups button and the Manage Groups dialog displays.

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  1. In Add a Field Group field, enter the name of the group.
  2. Click the Save button.

Delete a Custom Field Group

From the Manage Group dialog, complete the following:

  1. For the group you want to delete, click the Deleteclipboard_eec455e00d2c849484f09cfe76787fe8f.png icon.
  2. Click the Save button.
Type

This is the most important field when establishing a new custom field. 

It determines how the custom field will behave.  When a Type is selected and saved, you cannot change to a different type. 

The following options are:

  • Text:  Any character, letter, symbol, or number, can be typed in this field
  • Checkbox:  Creates a Yes/No style checkbox clipboard_e7bad6fdb739d83957c7f30c8d42d65ef.png
  • Integer:  Only numbers can be entered
  • Decimal:  Numbers with a decimal point can be entered
  • Date:  MM/DD/YY
  • Lookup:  Creates a drop-down field, containing the options that may be selected from
  • Contact:  Creates a drop-down field that brings up the list of Employees, Vendors, Customers, Users
  • Currency:  Numbers entered will be preceded by your country's currency symbol
  1. Click the Save button.

Now, you can add the custom field to the list.

Edit an Existing Custom Field        

A custom field must be removed from the Category, before it can be edited.

  1. From the Custom Field list, click the X icon on the desired Custom Field, to remove it from the Category.
  2. Click the Add + icon. The Custom Fields dialog displays.
  3. In the Search field, enter the custom field's name.
  4. Hover on the custom field and click the Edit  clipboard_e5fdcba0b59ede1be1ef8e296faabc590.png icon.

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The Edit Custom Field dialog displays.

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  1. Edit the Name, Group (remember, you can edit the Groups from this dialog), or (if applicable) the Lookup field. 

The Type cannot be edited. After a Type is selected and saved, you cannot change that custom field to a different type.

  1. Click the Save button.