custom_fields
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custom_fields [2014/10/22 12:44] Lisa Adams |
custom_fields [2014/11/04 09:09] Lisa Adams |
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| [[https://billing.snapbill.com/setup/clients|Setup > General > Custom Fields]] | [[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. | + | 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. |
| ==== Adding a custom field for a client ==== | ==== Adding a custom field for a client ==== | ||
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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 | | 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.txt · Last modified: 2014/11/04 09:30 by Lisa Adams
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