How to create and configure a custom field?
To create a custom field, go to Settings > Modules > Custom Fields and click on the New field button.
You will then have several parameters:
Choose a name for your field.
Choose which record you want to associate this field with.
a shooting
a client / prospect
Choose the type you want to associate with this field.
Simple text: a word, a phrase
Multi-line text: a paragraph
Yes / No: a checkbox
Date: displays a small calendar to select a date
This option allows you to make the field mandatory (if you want to force yourself to fill it in on each record).
This option allows you to create a variable associated with this custom field in order to use it in your contracts and emails.
For more information, see the article How to create my own variables?.
You will then have several parameters:
Field Name
Choose a name for your field.
Add to
Choose which record you want to associate this field with.
a shooting
a client / prospect
Field Type
Choose the type you want to associate with this field.
Simple text: a word, a phrase
Multi-line text: a paragraph
Yes / No: a checkbox
Date: displays a small calendar to select a date
Required?
This option allows you to make the field mandatory (if you want to force yourself to fill it in on each record).
Variable
This option allows you to create a variable associated with this custom field in order to use it in your contracts and emails.
For more information, see the article How to create my own variables?.
Aktualisiert am: 16/06/2025
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