How to create and customize custom fields

Custom fields allow you to capture additional information within your projects and workflows. You can create new custom fields or edit existing ones at any time from your company settings.

Create a New Custom Field

To create a new custom field:

1. Navigate to Control > Company > Business Process > Custom Fields.
2. In the Custom Fields section, select + Add Custom Field.
3. Choose the section where you want the custom field to appear.
   • Currently, the options available are:
     • Project custom field
     • Contact custom field
     • COGS custom field
     • Acquisition custom field
     • Fulfillment custom field
4. Once a selection is made, a pop-up will show. The following information must be entered to create the customer field:
   • field number - Only one item can be mapped to each field. This tells the system which item will correspond to the field.
   • label - This is the name of the item.
   • Field type - This tells the system how the item should behave. Currently, an item can be:
     • Text
     • Dropdown
     • Dropdown (multi-select)
     • Date Time
     • Date 
5. Save your changes.

Note: You can only have 5 fields in each section.

Your new custom field will now be available in the selected section.

Edit an Existing Custom Field

To edit an existing custom field:

1. Navigate to Control > Company > Business Process > Custom Fields.
2. Locate the custom field you want to update.
3. Select the Edit button.
4. Update the following as needed:
   • Label
   • Field Type
5. Save your changes.

The updated custom field settings will apply immediately after saving.

Note: Field and field location can not be updated.