Accessing the Custom Field Configuration Screen

Created by Ezra Weinstein, Modified on Thu, 15 Dec 2022 at 12:42 PM by Hannah Harris

In each the aforementioned modules, there is a "..." menu button (1), opening a drop-down menu for extra options for interacting with each module. To setup a custom field, select Custom Field Configuration (2) from the drop-down menu.

This will bring up the Custom Field Configuration screen. For each module, you can create up to 10 custom fields. The InventoryWork Orders, Sales, PO & Receiving, and Employees modules have the same custom fields setup, but the Bound Book, Customers, and Suppliers modules all have their own versions. Use the Index below to view the version of custom fields setup that you need.

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