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Custom Fields

The Custom Fields feature enables you to add extra custom fields to the windows where you create and edit Clients, Projects or Contacts.

So, for example, if you add a custom field for the Clients window, the next time you create or edit a client record, you'll see the custom field in the client record.

To add a custom field, carry out the following steps:

1. Open the Utilities view in the left-hand pane.
2. Click Database Utilities in the left-hand pane.
3. Click Custom Fields in the left-hand pane. The Custom Fields window opens in the main workspace.
4. In the topmost drop-down list, select Clients, Projects or Contacts as necessary.
5. Click NEW.
6. Specify the name and label.
7. Select the data type. This determines what the field can contain:
   • String (characters, such as a name).
   • Date (enables you to select a date when you are populating the field).
   • Number (a numeric value).
8. Enter a description.
9. Click SUBMIT.

You have added a custom field to the Clients, Projects or Contacts window.

To obtain reports that include custom fields, you need to use custom reports prepared in the report designer.

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