INTENDED SEARCHES: custom field, field missing, custom data, extra field
Use custom fields to store information that is important to the business but not already covered by the standard fields.
Custom fields may be used for:
- Customers.
- Services.
- Packages.
- Expenses.
- Other modules when enabled.
Before creating a custom field, decide:
- What information should be stored.
- Which module needs it.
- Whether users should type text, choose from options, enter a date, or enter a number.
- Whether it should be required.
- Whether it should appear in reports.
Why this matters:
Custom fields are useful, but too many messy fields make the system harder to use and report from.
Support note:
If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.
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