How do I add a Custom Field to Sales?
To add a Custom Field to Sales, choose Manage > Custom Fields
Custom Fields for Sales can be created in the Sale section:
Click +Add Custom Field to add a new Custom Field
Complete the following fields:
| Field | Description |
| Name | Enter the label for the Custom Field |
| Code | Enter an internal code, which will appear in two places: - on a CSV file when this data is exported - in an email template Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts |
| Model Type | This is the object that the Custom Field relates to. It will be pre-selected to Sale, but can be changed |
| Data Type | Select the data type for the field from the following options:
- Text - Long Text - Multiple - Yes/No - Number - Date |
| History | Select this checkbox to record all changed made to the value entered in this Field |
| Customer Visible | Select this checkbox for this Field to be visible to the Customer Not applicable to all Model Types |
| Customer Editable | Select this checkbox for this Field to be editable by the Customer Not applicable to all Model Types |
| Default Value | Enter a value that you would like this Field to be pre-filled with Or leave this section blank |
| Values | If you have selected 'Multiple' in the Data Type, enter the value selections here Please enter the values in a list, one underneath the other |
Click Save
The Custom Field will appear when editing the details of a Sale [see How do I edit the details of a Sale?]
