Custom fields are special fields that you define for any purpose that serves your needs. 

To set up a custom field:

  1. In the Environment module, select General > Custom Fields.
  2. Select an Entity where the custom field will be added.
    • Customer
    • Job
    • Location
    • Order entry
    • Order Line Item
    • Person
    • Product
    • Vendor
  1. Enter a field name in the Description column.
  2. Check the Required checkbox if the custom field is required.
  3. Select the type of entry.
    • Alphanumeric - Letters and numbers
    • Check Box - a check box
    • Currency - currency to be used.
    • Date - select a specific date
    • List - add a list of options for the user to select
    • Numeric - numbers only
  1. Click Values and adjust settings if needed based on the Type selected:
    • For List fields, enter the valid options to populate the dropdown list.
    • For Numeric fields, set up Decimal Places, and Minimum, and Maximum Values. 
  1. If desired, enter a default entry for the field in the Default field.
  2. Click Save .

To set a field as inactive:

If you have defined a field entry that you no longer want to display, but don't want to delete it, you can set the field as Inactive.

  1. Select the correct Entity for the field.
  2. Locate the field description.
  3. Check the Inactive box for the field.

Note: Click Show Inactive to display fields marked as inactive.

To change the order in which custom fields appear on their entity screen:

  1. Select the correct Entity for the field.
  2. Click and draft the Position button to move the line to its new position.