Working with custom fields

By defining custom fields, you can store additional (optional) information for customers, products, sales items, contracts and contract parts, and tickets. Custom fields are listed under a new Additional information section in the relevant entity.

For example, you can add custom fields that are applicable to customers. When creating or editing a customer, you can complete these pre-defined custom fields in the Additional information section, which are then added to the customer's details.

This section describes how to add a new custom field, and how to edit or remove an existing custom field.

This feature is only available for users assigned the Administrator role.