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Custom fields

From Group-Office Groupware and CRM Documentation
Revision as of 14:04, 22 December 2009 by Admin (Talk | contribs) (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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Custom fields

In Group-Office Professional you can add custom fields to:

  1. Contacts
  2. Companies
  3. Appointments
  4. Tickets
  5. Invoices / Orders
  6. 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:

Edit the custom fields

You can add the fields to the grids:

Add custom fields to grids

View the fields in the information panel:

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.