To add a Custom Field to Sales, tap Manage, then tap Custom Fields
In the SALE FIELDS section, then tap + Add 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
|Default||Enter a value that you would like this Field to be pre-filled with or leave this section blank|
|History||Select this checkbox to record all changed made to the value entered in this Field|
|Visible||Select this checkbox for this Field to be visible to the Customer (Not applicable to all Model Types)|
|Editable||Select this checkbox for this Field to be editable by the Customer (Not applicable to all Model Types)|
|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
|Values||If you have selected 'Multiple' in the Data Type, enter the value selections in the Values Field. These values need to be entered in a list, one beneath the other|
The Custom Field will appear within a Sale:
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