What are Custom Fields?

Think of "Custom Fields" as building blocks for your data, or put another way, it's like adding extra columns to a spreadsheet. You can now create custom fields for various types, including:

• Customers & Prospects
• Suppliers/Vendors
• Invoices
• Estimates
• Purchase Orders
• Sales Orders
• Inventory

Note: We've always had support for inventory custom fields on a per-category basis and that still remains unchanged.

Why You Might Want Custom Fields

• Enhanced Flexibility
  Adapt the system to your unique data needs. No more feeling restricted by pre-defined fields
  
• Improved Data Collection
  Capture all the information crucial for your operations, ensuring a comprehensive data set
  
• Streamlined Workflows
  Eliminate the need for manual workarounds or external tools to track specific data points
  
• Searchability
  Search through all your custom field values just like you can with existing fields

Getting Started with Custom Fields

Using our newly expanded Custom Fields feature is simple and intuitive. Here's a quick peek at how it works:

1. Access the "Custom Fields" section
   This can be found within your Settings area.
2. Name your field clearly
   Use a descriptive label that everyone will understand.
3. Choose the record type
   Decide what type of record you want to collect this data for (customers, invoices, etc).
4. (Optional) Set additional display options
   Depending on the field you're adding, you may want to display this information on the "list" views and/or publish it to your publicly shareable PDF files.

Custom Fields represent a significant step forward in empowering you to customize your data collection and streamline your workflows. We're confident this new feature will unlock a whole new level of efficiency and data-driven insights within your system.

Ready to get started? Dive into the "Custom Fields" section today in your Settings section.