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- Display Name: field name you want displayed on the interface
- Order: order number you want it to appear within the group. For example, if you want the custom field to be displayed at the beginning of the 1099 section in vendors, leave the order default to '0enter '1'.
- Property Name: name for report properties
- Group: section of the interface you want the custom field displayed
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The Display Name is what appears as the field label when viewing, creating, or editing a record. |
7. Click on 
to save the custom field to the system, click on 
to not save the custom field and return to the Custom Field Grid.
After, you can view the newly created custom field on the user interface. For example, if I created a boolean field to indicate the W9 is on file, I would see the following in the Vendor interface as the first field on the 1099 section.
Search Custom Field
The custom field grid allows the user to search for existing custom fields on the system by clicking in the filter row in the grid columns and entering in the desired information. Click on any row of the search results to see a summary view of the record. Click on beside a custom fieldt to see the full details. The Advanced Search can be utilized by clicking on the
in the upper right side of the grid.
Note: To filter the grid result by the Applies To property you have to surround your search criteria with wildcards (%). So to limit the grid to all custom fields that apply to vendors, you enter %vendor% in the filter box. This does a 'starts with' query, so you can enter all or part of the word vendor, but you need to surround it with %.
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The 'AppliesTo' column needs the full path name. For example, enter '%cashaccount to filter on all custom fields on the cash account UI. |
Click on in the grid beside the custom field to edit the custom field. Only fields that are allowed to be edited will be displayed.
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A Custom Field may be a code, date, money, text, web address, email address, user or a Boolean (true/false) field, as defined by the "type" selected when the Custom Field is created. Each Custom Field applies to a single type of data, for example, Vendor. A Custom Field which has an "applies to" of Vendor will only appear in the Vendor interface and when generating Vendor reports.
Some of the types have types have unique restrictions or capabilities:
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