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How do I add a Custom Field to Sales?

To add a Custom Field to Sales, choose Manage > Custom Fields

Custom Fields for Sales can be created in the Sale section:

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Click +Add Custom Field to add a new Custom Field how-do-i-add-a-custom-field-to-sales

Complete the following fields:

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FieldDescription
NameEnter the label for the Custom Field
CodeEnter 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:
  • Text
  • Long Text
  • Multiple
  • Yes/No
  • Number
  • Date | | 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 |

Click Save

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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To add a Custom Field to Sales, tap Manage, then tap Custom Fields

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Tap Edit

In theSALE FIELDS section, then tap + Add Custom Field

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Complete the following fields:

FieldDescription
NameEnter the label for the Custom Field
CodeEnter 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:
  • Text
  • Long Text
  • Multiple
  • Yes/No
  • Number
  • Date | | 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 |

Tap Save

TheCustom Field will appear within a Sale:

how-do-i-add-a-custom-field-to-sales

To add a Custom Field to Sales, tap Manage, then tap Custom Fields

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Tap on the green + icon and complete the New Custom Field box:

how-do-i-add-a-custom-field-to-sales

FieldDescription
NameEnter the label for the Custom Field
CodeEnter 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
Object TypeSelect an Object Type from the Object Type drop-down list. The Object Type is the object that the Custom Field relates to. It will be pre-selected as Customer, but to change, select Sale from the list of options
Data TypeSelect the data type for the field from the following options: - Text - Long Text - Yes/No - Multiple Values- Number - Date
HistorySlide the enable button to the right to record all changes made to the value entered in this Field
Customer VisibleSelect this checkbox for this Field to be visible to the Customer (Not applicable to all Model Types)
Customer EditableSelect this checkbox for this Field to be editable by the Customer (Not applicable to all Model Types)
HistorySelect this checkbox to record all changed made to the value entered in this Field
Default Enter a value that you would like this Field to be pre-filled with or leave this section blank
Multi ValuesIf 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. Example: Beginner Intermediate Advanced

Tap SAVE

TheCustom Field will appear within a Sale:

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