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| − | Understanding and using [[Custom Fields|custom fields]] are vital in order to successfully creating an [[Instance|instance of [[SmartSimple]] that is true to your organisation’s needs.
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| − | [[Custom Fields]] are additional fields that you add to any of the [[Entity|entities]] that you have seen within the system such as: | + | See [[:Category:Custom Fields|Category: Custom Fields]] |
| − | * [[Internal]] and [[External|external]] organisational [[Entity|entities]].
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| − | * Organisation Categories.
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| − | * [[Internal]] and [[External|external]] contacts.
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| − | * [[User]] [[Role|Roles]].
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| − | * [[Personal Transaction|Personal Transactions]] – set of custom records that you can associate with contacts.
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| − | You can also add [[Custom Fields|custom fields]] to applications such as [[Sales Tracking]], Expense Tracking and Time Tracking.
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| − | Some [[Applications|applications]] that you will use in [[SmartSimple]] consist primarily of [[Custom Fields|custom fields]], such as the Web Forms [[Application|application]] and the [[Universal Tracking Application]].
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| − | Additional [[Custom Field|custom field]] types are added to the system on a regular basis. Check the [[SmartSimple]] newsletter or [[SmartSimple]] wiki for new field types.
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| − | ==Custom Fields – General Characteristics==
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| − | * There are over 40 field types to choose from.
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| − | * Any number of [[Custom Fields|custom fields]] can be created for any object. There is a limitation that only 400 [[Custom Fields|custom fields]] can be displayed in a single page,
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| − | * New [[Custom Fields|custom fields]] can be added at any time without compromising any current information.
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| − | * You use [[Role|roles]] to control who can see and update specific fields.
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| − | * To avoid cluttering each page you can group [[Custom Fields|custom fields]] together on to “tabs” ([[Tabs (Disambiguation)|see here]]), or display in a multiple-column layout under a heading field.
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| − | * You can build reports using both standard and [[Custom Fields|custom fields]].
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| − | * You can build search filters using both standard and [[Custom Fields|custom fields]].
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| − | [[Category:Custom Fields]][[Category:System Management]]
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This article is deprecated and the information contained within may no longer be correct.
