To add a Custom Field to Sales, choose Manage > Custom Fields
Custom Fields for Sales can be created in the Sale section:
Click +Add Custom Field to add a new Custom Field
Complete the following fields:
|Name||Enter the label for the Custom Field|
|Code||Enter an internal code, which will appear in two places: - on a CSV file when this data is exported - in an email template Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts|
|Model Type||This is the object that the Custom Field relates to. It will be pre-selected to Sale, but can be changed|
|Data Type||Select the data type for the field from the following options:
- Long Text
|History||Select this checkbox to record all changed made to the value entered in this Field|
|Customer Visible||Select this checkbox for this Field to be visible to the Customer Not applicable to all Model Types|
|Customer Editable||Select this checkbox for this Field to be editable by the Customer Not applicable to all Model Types|
|Default Value||Enter a value that you would like this Field to be pre-filled with Or leave this section blank|
|Values||If you have selected 'Multiple' in the Data Type, enter the value selections here Please enter the values in a list, one underneath the other|
The Custom Field will appear when editing the details of a Sale [see How do I edit the details of a Sale?]
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