Custom Fields is a feature that is available to accounts with the Enterprise Add-On. The fields can be added to the User page, Client page, Project page, Time Entry, Expense Entry, and Invoice Details page. The options you can have for the custom fields are "Text", "Number", "Date", "List", "Client List", and "User List".
To set these in your account, click your name on the top right and select Settings. From there, go to the Custom Fields tab. (Note: If you do not see the Settings option, this means you do not have access to this area of the program. Please contact your System Administrator.)
From here, click the "Add Custom Field" button in the area you'd like to add it on and enter in your Field Label. Then to select the type of data, pull down to select an option from the drop down and click the icon to save it.
For example, if you wanted to add a Date of Birth field to your Clients, write this into Client Field Label and choose Date as your selection.
If you choose "List" you will be able to click the icon to the right to add your fields or edit them at any point.
For a guide to the icons shown on this screen, see below:
- To move your custom field
- Save your custom field
- Delete your custom field
- If this icon is blue, this means this is a required field to be filled out. If this icon is grey, this field becomes optional. Clicking on this icon toggles between blue and grey.
- Edit or add items to your list