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Rashmi Likhite

Rashmi Likhite

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Info

Some important points to note:

  1. A custom field when attached to an entity will appear on its details page. 
    For example a custom field attached to a User will appear on its details page.
  2. The value of the custom field can be viewed from the details page. You will be able to enter/edit its value its from the 'Custom Fields' tab by editing that entity.
  3. A Only a custom field of type Multi-select drop-down can only be attached to a Task and hence, the Task check box will not appear under the 'Attached To' tab.

 

To edit custom fields:

  1. On the main menu, click Settings, and then click Company.
  2. Under the Company section, click Custom Fields.
  3. Point to a custom field, and click on the Pencil icon to edit the field. 
  4. In the new popup, edit the required details under the different tabs (Basic and Attached To) and click Save.
    The custom field is saved with the new changes.

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