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custom_fields [2014/10/19 19:59] Lisa Adams |
custom_fields [2014/10/20 13:02] Jaco van Wyk |
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- | **Setup > General > Custom Fields** | + | ====== Custom Fields ====== |
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+ | ===== Setup > General > Custom Fields ===== | ||
You can add your own custom fields to store data on client accounts. These custom fields are displayed in the Invoice Center and client details table of your client’s account. | You can add your own custom fields to store data on client accounts. These custom fields are displayed in the Invoice Center and client details table of your client’s account. | ||
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To remove a field or edit it later simply click on it in the left column. Edit fields and click save changes to modify it or click Remove field to delete it. Click and drag fields up or down in the right column to re-order them on the client’s Client details table. | To remove a field or edit it later simply click on it in the left column. Edit fields and click save changes to modify it or click Remove field to delete it. Click and drag fields up or down in the right column to re-order them on the client’s Client details table. | ||
- | ===== Supported custom field types ===== | + | ==== Supported custom field types ==== |
=== Standard fields === | === Standard fields === |