Adding Custom Fields

You can add custom fields from within your company's settings.

You can add Custom Fields for:

• Companies - will show in the company's info section
• Properties - will show in the property's info section
• Opportunities/Service/Production - will show on the opportunity info section and service or production info sections
• Profiles - will show in employee and contact information
• Production Days - will show on the production days of work form that feeds the DPR
• Questionnaire - will show in the estimating questionnaire

When creating a new custom field, you can select a type, a label, and a description.

You must select an option from the dropdown.

This should be whatever you want this field to read (i.e. division, roof size, etc.)

You can type in a description of what this field means.

Once you create a custom field, it will be shown in the area in which you created it.

For example:

If you add in a custom field for a company for Customer Type, you will then see that field on all company's info. Custom fields are also filterable on the master lists.