Custom fields

1. Contacts
2. Companies
3. Appointments
4. Tickets
5. Invoices / Orders
6. Jobs

Custom fields are organized in categories. Each category will become a tab in the edit dialog and you can set access permissions per category. The custom fields are also searchable and you can add them to the grids.

When we create a category "My information" to the contacts this will look appear like in the following screenshots:

The edit screen:


You can add the fields to the grids:


View the fields in the information panel:


To add custom fields go to: Add a category first. Click at Manage categories -> Add to add a category.

After the first category is created you can add the fields.

For a user to see the custom fields created, make sure the user has access to the module "Custom fields" and has access to the custom field category at: