Creating custom fields
It's possible to create custom fields for:
- Projects
- Contacts
- Companies
- 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:
- Text
- Textfield
- Number
- Checkbox
- Date
- Dropdown
