Custom fields

Extra fields on any kind of record: something your company wants to write down that the system does not ask for, such as an account code on a customer.

Where

System › Setup › Custom fields

Who

Anyone allowed to see settings; adding or changing a field needs permission to edit them.

Choose the Record type the field belongs to, for example Customer, Lead, Invoice, Project or Staff.

Press + New field. Give it a Label, the name people see, and a Type, for example one line of text, a date or a choice list. A choice list also needs its Options.

Say whether the field must be filled in, and whether it prints on the document.

Save it. The field appears on the form of every record of that type, in the place its Order gives it.

The list shows each field with whether it is Required and Active. Archiving a field takes it off every form and keeps the answers already given; tick Show archived to see it and bring it back.