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Custom Fields

Manage custom Field​

  1. Custom fields are essential for tailoring data management systems to meet the specific needs of your business, providing flexibility and precision in data entry and reporting.

Add new custom field​

  1. Navigate to the 'custom field' Tab within our ERP Software.

  1. Click on the 'Add Button'to initiate the creation of a new custom field in our CRM Software.

  1. Fill in the Required Data Fields: Enter the necessary information to define the custom field, utilising our Technology Solutions:
  • Kind: Type or category of the item.
  • Group Name: Identifier for a related set of items.
  • Display Type: Visual representation style.
  • Section Name: Specific area or division.
  • Max Length: Maximum characters allowed.
  • Max Value: Highest allowable value.
  • Min Value: Lowest allowable value.
  • Label: Text identifying an input field.
  • Placeholder: Hint displayed in an input field.client's designation or job title.

  1. Click the "Save" button to securely store the custom field data within our Accounting Software.

Edit custom-field​

  1. Go to the 'custom-field' tab to manage existing custom fields using our Business Software.

  1. Click the 'Edit' icon to modify details of a custom field.

  • Enter and update the necessary information in the fields provided.
  1. Click "Save" at the bottom to apply the edits.