Introduction
Custom fields let you capture additional, vendor-specific data that’s critical to your organization’s workflows and reporting.
Whether you need to track regions, departments, business units, or any other metadata, setting up custom fields ensures that every third-party record holds the information you care about.
Add Custom Fields
Follow the steps below to add custom fields:
Navigate to the Settings > Custom Fields.
Click the + Add Custom Field button.
On the Add Custom Field pop-up, enter the Custom Field Name.
Select the Custom Field Type from the drop-down. The drop-down provides multiple options to select: Any, Currency, Date, Number, and Predefined.
Any: Free-text field for any input.
Currency: Numeric field for monetary values.
Date: Field for date selection.
Number: Field for numeric values.
Predefined: Select Predefined if you want to create a custom field with predefined texts that can be selected as a field value.
If you selected the Custom Field Type as Predefined, an additional Custom Field Option field would appear on the screen. Enter the multiple options in new lines or separate them with a comma.
Select Yes/No in the Multi-Valued field based on your requirement.
[Optional] Enter a description for this custom field.
Click the Add button. The Custom Field will be created and available for use.
Note
You can create a maximum of 30 custom fields.
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Manage Custom Fields
You can edit or delete existing custom fields from the list. Simply click the three-dot menu in the Manage column and select the desired action based on your requirement.
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