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Difference between revisions of "Custom fields"
From Group-Office Groupware and CRM Documentation
(New page: ==Custom fields== In Group-Office Professional you can add custom fields to: #Contacts #Companies #Appointments #Tickets #Invoices / Orders #Projects Custom fields are organized in catego...) |
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In Group-Office Professional you can add custom fields to: | In Group-Office Professional you can add custom fields to: | ||
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Revision as of 14:28, 22 December 2009
In Group-Office Professional you can add custom fields to:
- Contacts
- Companies
- Appointments
- Tickets
- Invoices / Orders
- Projects
Custom fields are organized in categories. Each category will become a tab in the edit dialog and you can set access permissions per category. The custom fields are also searchable and you can add them to the grids.
When we create a category "My information" to the contacts this will look appear like in the following screenshots:
The edit screen:
You can add the fields to the grids:
View the fields in the information panel:
To add custom fields go to:
Start menu -> Custom fields.
Add a category first. Click at Manage categories -> Add to add a category.
After the first category is created you can add the fields.
