By using custom fields You can use custom fields to extend the range of standard data fields in the database. These custom fields can then be used in custom reports - ensuring that you get maximum value from your reports. Custom fields can be added to any of the following data tables: Clients, Contacts, Jobs, Job Costs, Job Tasks, Leads, Quotes, Suppliers and Timesheets. you can extend the basic data fields provided in data tables. For further details of field types, see About custom fields.
Once you have defined one or more custom fields, you can include those fields when you import data into .
When to create custom fields
Some data tables do not support the Update method. This means they can effectively have data imported only once – usually during system setup.
So, if you wish to use custom fields on those data tables, you should add custom fields to them before you start creating or importing data.
The import instructions for each data table indicate whether or not the Update method is supported.
Field names
When you are setting up your import data file, the column header for each custom field must match the field name shown under the Custom Fields tab in the > Features > Custom Fields section of .
For example, if you have set up a custom field named Birthday in the Contacts data table, the column header in the Contacts import file would simply be Birthday.
If the column header in the import file matches the custom field name, it is mapped automatically to that field during the mapping step of the import. If the column header does not match the field name, you must match up the two manually during the mapping step.
Data imports that support custom fields
The following data imports allow data to be imported into custom fields.
- Clients
- Contacts
- Jobs
- Job costs
- Job tasks
- Leads
- Quotes
- Suppliers
- Timesheets.