Custom Fields

Custom Fields allow you to store custom information against Clients, Contacts and Jobs. These fields can later be used in Mail or Document Templates.

Field Types


There are several different custom field types available, each with a different purpose.

Text
A text field is designed for a single line of data, such as a name.

Text Area
A text area field is designed for multiple lines of data, such as a full address, or a long note.

Checkbox
A checkbox field is designed for yes/no or true/false type values.

Selectbox
A selectbox field is designed for selecting a single option from a pre-populated list of options.

Multiple Selectbox

A multiple selectbox is designed for selecting multiple options from a pre-populated list of options.

Date
A date field is designed for capturing a single date.

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