custom_fields
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custom_fields [2014/10/19 19:59] Lisa Adams |
custom_fields [2014/11/04 09:09] Lisa Adams |
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| - | **Setup > General > Custom Fields** | + | ====== Custom Field Editor for Client ====== |
| - | 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. | + | [[https://billing.snapbill.com/setup/clients|Setup > General > Custom Fields]] |
| - | ==== To add a custom field for a client ==== | + | Add your own custom fields to store special 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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| + | ==== 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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| | Single line text | | Creates a field that allows the entry of plain text. Use for names, descriptions, notes etc. | | | Single line text | | Creates a field that allows the entry of plain text. Use for names, descriptions, notes etc. | | ||
| | Number field | | Creates a field that allows the entry of numbers. Use for telephone numbers, reference numbers etc. | | | Number field | | Creates a field that allows the entry of numbers. Use for telephone numbers, reference numbers etc. | | ||
| - | | Username field | | Creates a field to store a username | | + | | Username field | | Creates a field to store a username. | |
| - | | Password field | | Creates a field to store a password | | + | | Password field | | Creates a field to store a password. | |
| - | | Date picker | | Creates a field where you can store a date. Use to record birthday, signup date etc. | | + | | Date picker | | Creates a field where you can store a date. Use to record birthday, signup date etc. | |
| - | | Check box (yes/no) | | Adds a yes/no checkbox. | | + | | Check box (yes/no) | | Adds a yes/no checkbox. | |
| | Drop-down list | | Creates a list out of which your client’s can pick one option. | | | Drop-down list | | Creates a list out of which your client’s can pick one option. | | ||
| | Multi-select list | | Creates a list out of which your client’s can pick multiple options. | | | Multi-select list | | Creates a list out of which your client’s can pick multiple options. | | ||
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| ^ Function ^ Sub-Functions ^ Description ^ | ^ Function ^ Sub-Functions ^ Description ^ | ||
| | Commission code | | Creates a field that links a commission code to a client account. Used only for Enterprise insurance users. | | | Commission code | | Creates a field that links a commission code to a client account. Used only for Enterprise insurance users. | | ||
| - | | Invoice detail | some colspan (note the double pipe) | Creates a field that appears on invoices (Full tutorial on [[http://support.snapbill.com/custom-fields-for-invoices|Custom Fields for Invoices]] ) | | + | | Invoice detail | | Creates a field that appears on invoices (Full tutorial on [[http://support.snapbill.com/custom-fields-for-invoices|Custom Fields for Invoices]] ). | |
| See also: | See also: | ||
| [[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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