custom_fields
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custom_fields [2014/10/19 19:59] Lisa Adams |
custom_fields [2014/10/22 09:36] Lisa Adams |
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| - | **Setup > General > Custom Fields** | + | ====== Custom Field Editor for Client ====== |
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| + | [[https://billing.snapbill.com/setup/clients|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. | ||
| - | ==== To add a custom field for a client ==== | + | ==== Adding a custom field for a client ==== |
| * The Client fields column on the left contains the custom fields currently present on client records. | * The Client fields column on the left contains the custom fields currently present on client records. | ||
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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 === | ||
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| [[Custom Fields for Invoices]]; [LINK to SETUP>SERVICES>CUSTOM FIELDS] | [[Custom Fields for Invoices]]; [LINK to SETUP>SERVICES>CUSTOM FIELDS] | ||
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custom_fields.txt · Last modified: 2014/11/04 09:30 by Lisa Adams
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