Difference between revisions of "Custom Fields Overview"
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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: | [[Custom Fields]] are additional fields that you add to any of the [[Entity|entities]] that you have seen within the system such as: | ||
| + | |||
* [[Internal]] and [[External|external]] organizational [[Entity|entities]]. | * [[Internal]] and [[External|external]] organizational [[Entity|entities]]. | ||
| − | * [[Client Categories|Organization Categories]]. | + | * [[Client Categories|Organization Categories]]. |
* [[Internal]] and [[External|external]] contacts. | * [[Internal]] and [[External|external]] contacts. | ||
* [[User]] [[Role|Roles]]. | * [[User]] [[Role|Roles]]. | ||
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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]]. | 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]]. | ||
| − | Additional [[Custom Field|custom field]] types are added to the system on a regular basis. | + | 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. |
==Custom Fields – General Characteristics== | ==Custom Fields – General Characteristics== | ||
* There are over 50 field types to choose from. | * There are over 50 field types to choose from. | ||
| − | * Any number of [[Custom Fields|custom fields]] can be created for any object. | + | * 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, |
* New [[Custom Fields|custom fields]] can be added at any time without compromising any current information. | * New [[Custom Fields|custom fields]] can be added at any time without compromising any current information. | ||
* You use [[Role|roles]] to control who can see and update specific fields. | * You use [[Role|roles]] to control who can see and update specific fields. | ||
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* [[Reporting on Custom Fields]] | * [[Reporting on Custom Fields]] | ||
| − | [[Category: | + | [[Category:Deprecated]] |
Revision as of 14:41, 5 September 2018
Understanding and using custom fields are vital in order to successfully creating an instance of SmartSimple that is true to your organization’s needs.
Custom Fields are additional fields that you add to any of the entities that you have seen within the system such as:
- Internal and external organizational entities.
- Organization Categories.
- Internal and external contacts.
- User Roles.
- Personal Transactions – set of custom records that you can associate with contacts.
You can also add custom fields to applications such as Sales Tracking, Expense Tracking and Time Tracking.
Some applications that you will use in SmartSimple consist primarily of custom fields, such as the Web Forms application and the Universal Tracking Application.
Additional custom field types are added to the system on a regular basis. Check the SmartSimple newsletter or SmartSimple wiki for new field types.
Custom Fields – General Characteristics
- There are over 50 field types to choose from.
- Any number of custom fields can be created for any object. There is a limitation that only 400 custom fields can be displayed in a single page,
- New custom fields can be added at any time without compromising any current information.
- You use roles to control who can see and update specific fields.
- To avoid cluttering each page you can group custom fields together on to “tabs” (see here), or display in a multiple-column layout under a heading field.
- You can build reports using both standard and custom fields.
- You can build search filters using both standard and custom fields.
