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- Enquiries
- Customers
- Tasks
- Equipment
- Quote/Job Equipment
- Quotes
- Jobs
- Purchase Orders
- Invoices
Custom Fields By Job Type
When creating a custom field, you can now assign it to a specific job type. This will ensure that the correct fields become available depending on the job type itself.
Custom Fields can also be displayed in the related Document Templates for:
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- Go to Administration → Custom Fields
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- Select the screen to which you want to add the field
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- Select either the Details or Custom Details tab
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- Click Add Field.
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- Fill out the field name and select the Type. If using a Dropdown List or Radio Button List enter the possible options in the Options
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- Select the Job Type and assign this field to a specific job type or types.
- 6. Click Save.
- 7. The newly created field will in the list on the Right under Select Fields.
- 8. Drag the field into the desired position on the screen.
9. Click Save Changes.
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