Introduction

Custom fields offer a versatile and efficient way to collect specific, additional information within your modules and add-ons. By selecting a field from the list and specifying its type (Text, Date, Email, Number, or Text Area), you can seamlessly integrate custom fields into your workflow. These custom fields require no additional effort to display and allow you to gather precisely the data you need.

What sets custom fields apart is their compatibility across various modules and add-ons, making them a valuable tool for enhancing processes such as invoicing, HR management, accounting, lead tracking, asset management, contract handling, performance assessment, point-of-sale operations, retainer management, sales, and task tracking. With custom fields, you can personalize and optimize your data collection and management, streamlining your operations to better align with your unique business objectives.

Company Login Access

1. Purchase the Add-On:
   • Navigate to the Add-On Manager and purchase the Custom Field Add-On.
2. Enable the Add-On:
   • Once purchased, enable the Custom Field Add-On. It will then be displayed in the sidebar.

How to Use the Custom Field Add-On

1. Access the Custom Field Add-On:
   • Locate the Custom Field Add-On in the sidebar after enabling it.
2. Create a Custom Field:
   • Click on the “+” button to create a new custom field.
3. Configure the Custom Field:
   • Name: Enter the name of your custom field.
   • Type: Choose from the following types:
     • Text
     • Email
     • Number
     • Date
     • Text Area
     • Attachment
4. Select a Module:
   • Choose the relevant module from the list, including but not limited to:
     • Events
     • Accounting: Customer, Vendor, Bills
     • Assets: Assets
     • Contract: Contract
     • HRM: Employee
     • CRM: Lead, Deal
     • Performance: Goal Tracking
     • POS: Warehouse, Purchase
     • Retainer: Retainer
     • Sales: Quotes, Sales Invoice, Sales Order
     • Projects: Projects, Tasks, Bugs
     • Product & Service: Product & Service
     • Rotas: RotaEmployee
     • Sales: Account, Contact, Opportunities, Case
     • Hotel & Room: Hotel Customers
     • CMMS: Component, Supplier, POS
     • Fleet: Driver, Customer, Vehicle
     • Tour & Travel: Tour
     • Double Entry: Journal Entry
     • Internal Knowledge: Book, Knowledge
     • School: Admission, Student, Parent, Homework
     • Music Institute: Student, Teacher, Instrument, Class
     • ChildCare Management: Inquiry, Parent, Child
     • Gym Management: Trainer, Member, Measurement
     • Agriculture Management: Agriculture Fleet, Agriculture Process, Agriculture Equipment, Agriculture Crop, Agriculture User, Agriculture Cultivation
     • Garage Management: Vehicle, Service
     • Courier Management: Courier
5. Set Field Rules:
   • Specify whether the custom field is required or not.
6. Edit Custom Fields:
   • Click on the “edit” button to modify the name or other details of the custom field.

By following these steps, you can effectively use and manage custom fields within your modules and add-ons.