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Custom Field:

 

The standard fields available in different areas of the Home Portal serve to improve your project and data management. However, sometimes you might need additional fields to store some non-standard information. The Custom Field functionality allows you to add various types of fully customizable fields in several areas of the Home Portal. The following types of custom fields can be added in various areas of the Home Portal:

  • Checkbox,
  • Date,
  • Date and Time,
  • Multiple Selection,
  • Number,
  • Selection,
  • Text.

The Custom Fields can be added in the following areas of the Home Portal:

  • Contact Person: The field shows up in both modules:
    • Clients Module > Contact Person > Main Data tab,
    • Vendors Module > Contact Person > Main Data tab,
  • Clients Module > Main Data tab > Identification Data subtab > or Main Data tab > Sales Data subtab,
  • Vendors Module> Main Data tab > Identification Data subtab,
  • Configuration > User Management > Users > User > General Info tab,
  • Projects Module > Main Data tab,
  • Quotes Module > Main Data tab,
  • Job: The field shows up in both modules::
    • Projects Module > Job > Main Data tab,
    • Quotes Module > Job > Main Data tab,
  • Task: The field shows up in both modules:
    • Projects Module > Task > Main Data tab,
    • Quotes Module > Task > Main Data tab.