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Creating custom fields

It's possible to create custom fields for:

  1. Projects
  2. Contacts
  3. Companies
  4. Users

Custom fields are grouped by categories and the access permissions to each category can be configured.

To add custom fields go to:

Admin menu -> Custom fields -> A type tab (Projects for example).

Click on add category, enter a name and click on 'Ok'.

Double click on the category to add fields to it. Click on 'Add' to add a new field.

You can select the following types:

  1. Text
  2. Textfield
  3. Number
  4. Checkbox
  5. Date
  6. Dropdown