Custom Fields Tab

Created by Harrigan Phillips, Modified on Mon, 25 Jul 2022 at 12:21 PM by Harrigan Phillips

The Custom Fields tab is a tab that you can use to record information specific to your needs that are not included in the standard offerings in other tabs. You can rename the tab for your own needs and add a number of text and checkbox fields.


Initially the tab title is Custom Fields and contains only a Notes text box.


You can add up to 6 text boxes each with a custom name and up to 15 check boxes each with a custom name.


To customise this tab go to Standard Values, and under the Staff Values section click Custom Fields.


To rename the tab enter a new value in the Custom Label Header.


In order to add text boxes you need to configure a label for each. In one or more of the Custom Text boxes add a suitable label. Those without a configured label will not be visible under the tab


In order to add checkboxes you need to configure a label for each. In one or more of the Custom Check boxes add a suitable label replacing the # - those without a configured label will not be visible under the tab.


Click Save when finished to add these under the tab.

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