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custom_fields [2014/10/22 09:36]
Lisa Adams
custom_fields [2014/11/04 09:30] (current)
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 ​  ​| ​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]]; [[custom_field_editor_for_packages]]
  
  
custom_fields.1413970572.txt.gz · Last modified: 2014/10/22 09:36 by Lisa Adams