Company > Custom Fields Create | Dialog fields | Modify | Delete |Position You can add a variety of special information fields tailored to your company's needs and requirements to dialogs for users, clients, projects, all types of timebills, envelopes, all types of receipts, and all Opportunities module entities. You can create the kinds of custom fields listed below (a description and/or some possible suggested uses for each type are provided). You can change the position of custom fields as they appear on the “Edit” form for the associated item. You can also view all custom fields with their positions from the custom field list. Filter the list by “Association”. Click the “customize” link at the bottom of the list to add the “Position” field. Sort the list by position, if desired. Custom field types and sample uses • Numeric: For purchase order numbers, reference numbers, and similar uses. Alpha & other non-numeric characters are not permitted. • Currency: For recording salary and other kinds of monetary amounts. Note: Separating commas in the US default style (i.e., "12,345.67") are eliminated; result after clicking "Save" is "12345.67." • Date: For employee start date, birthdays, etc. Date format will default to the format selected in Company > Settings. • Text: A field for short notes, comments, etc. Maximum field size is 250 characters. • Text area: A field for lengthy notes. • Checkbox: Use to indicate "Yes or No" kinds of responses. You can create as many checkboxes as desired. • Radio group: Unlike checkboxes, a radio group allows for only one selection out of two or more possible choices. • Dropdown: A space-saving way to allow the user to select from a predetermined list of choices. Dropdowns work like radio buttons, in that only one selection is allowed. • Dropdown/Text: Users can select from choices in the prepopulated drop-down, or enter their own choice in the text area. • Sequence: You can assign a unique number to each associated entity by creating a sequence custom field. Please note, however, that custom field sequence numbers are *not* modifiable, and are applied to the associated entities by going to the entity dialogs, one by one *in the desired order*, and clicking on "Save" in each entity's dialog box. • Multiple selection. You can create a series of possible values from which a user may select one, several or all choices. For instance, if your company has multiple product lines and you wish to associate each user with the product lines s/he supports, you can create a multiple selection custom field, associated with users, to hold this information. An option is provided to permit ordering of items in the selector and to make at least one selection required. To create a new Custom Field: 1. Click on the "Company" tab, and then on the "Custom Fields" sub-tab. 2. Click on the "Create..." drop-down menu and select the type of custom field you want to create. 3. Fill out required fields, and optional fields as desired. (See below for explanations of field choices.) 4. Click on "Save." Custom Field dialog fields: Note: Fields 1–5 below are found in every type of custom field dialog except for the Sequence custom field dialog, which does not include the optional "Hint" field. 1. Field Name (mandatory): The Field Name is essentially a nickname for the field you create, and appears in the list of Custom Fields when you click on the Custom Fields tab. Note: The Field Name can be only one word; no white spaces or special characters, such as /, @, etc., are allowed. 2. Description (mandatory): Use the Description field to provide a concise summary of the custom field's function. 3. Association (mandatory): Select the type of dialog to which you want to add this custom field. 4. Title (mandatory): Enter the title of the custom field (this will appear on the associated dialog). 5. Hint (optional): You can provide users with a brief tip to help them fill out the custom field properly; maximum number of characters for this field: 75. Note: Fields 6 and 7, "Field Width/Size" and "Required," pertain to Numeric, Currency, Text, Text Area, and Dropdown/Text custom field dialogs. 6. Field Width/Field Size (mandatory): Controls the display or screen width of the custom field you create. You can choose widths ranging from 1 (holds approximately 2 fixed-width characters) to 99; typical width choices are 10-50. (Note: The width range does not affect the amount of data that the field can hold, just the display size.) 7. Required (optional): You can ensure that users will fill out a custom field by checking the "Required" box before clicking on "Save"; users who attempt to save an associated dialog without filling out a required custom field will receive an error message. 8. Unique (optional; used in Numeric, Date, and Text dialogs only): Checking "Unique" compares the values entered in the associated dialog's custom field to prevent duplicate entries. 9. Max Data Length (Text and Dropdown/Text dialogs only): You can limit how many characters a field will store. (Note: If you do not specify the line length, the length will default to the value of the Field Width/Size.) 10. Value List (mandatory for Radio Group and Dropdown dialogs): The Value List field is where you enter your choices for radio group buttons or drop-down field entries. Separate each entry with a carriage return. 11. Rows (Text Area dialog only): Defines the height of a text area; default setting is 3 rows. 12. Default to Current Date (Date dialog only): Checking this box means that the custom field in the associated dialog will always default to the current date, although that date can be modified later. 13. Next sequence number (Sequence dialog only): You can choose the increment by which the associated entities are numbered. Please note, however, that custom field sequence numbers are *not* modifiable, and are applied to the associated entities by going to the entity dialogs, one by one *in the desired order*, and clicking on "Save" in each entity's dialog box. To modify an existing Custom Field: 1. Click on the "Company" tab, and then on the "Custom Fields" sub-tab. 2. Click on the name of the Custom Field you want to change. 3. Make your changes to the "Edit Custom Field" dialog. 4. Click on "Save." To delete an existing Custom Field: 1. Click on the "Company" tab, and then on the "Custom Fields" sub-tab. 2. Click on the name of the Custom Field you want to delete. 3. Click on the "Delete" button at the bottom of the "Edit [type of] Custom Field" dialog. 4. You will see "WARNING! All data stored in this field across all records will be permanently lost," and asked "Are you sure you want to delete this custom field?" Click on "OK" to delete. To change the order of Custom Fields : 1. Click on the "Company" tab, and then on the "Custom Fields" sub-tab. 2. Click on the name of the Custom Field whose position you want to change. 3. The "Position" dropdown shows the current position of the custom field on the "Edit" form. To change the position, make a selection from the "Position" dropdown, either "[First custom field]", or "After [one of the other existing custom fields]". The custom fields will be listed on the edit form for the associated item, in the order specified. 4. Click on "Save."