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How to create a user-defined field
Updated on 25 Aug 2016
All companies and organizations have their own requirements for the information they need to register. This could be for customers, sales, projects, contracts, and so on. As an administrator, you can add your own fields in Settings & Maintenance.
What benefits do I get from the information that I enter in these fields?
Using the Find search function, you can search for the information you register in these fields and make dynamic selections.
For example, if you register the expiry date of the maintenance agreement that you have with customers, you can create a dynamic selection that shows the customers for which the agreement expires in less than one month.
You can reuse the information from these fields in documents and emails using template variables. Each field that you add gets its own unique ID, which can be used in documents to merge customer-specific information.
So if you want to send an email to your customers that says that their maintenance agreement will expire soon, you can use the template variable for expiry date to show the correct expiry date in the message.
How to create a user-defined field:
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