How to create and configure a custom field?

To create a custom field, go to Settings > Modules > Custom Fields and click on the New field button.

You will then have several parameters:

Field Name

Choose a name for your field.

Add to

Choose which record you want to associate this field with.

• a shooting
• a client / prospect

Field Type

Choose the type you want to associate with this field.

• Simple text: a word, a phrase
• Multi-line text: a paragraph
• Yes / No: a checkbox
• Date: displays a small calendar to select a date

Required?

This option allows you to make the field mandatory (if you want to force yourself to fill it in on each record).

Variable

This option allows you to create a variable associated with this custom field in order to use it in your contracts and emails.

For more information, see the article How to create my own variables?.

Updated on: 08/04/2024