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Custom Fields Overview

2,090 bytes removed, 20:19, 8 July 2019
Replaced content with "{{ DeprecatedPage }} See Category: Custom Fields  Category:Deprecated"
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See instead [[Custom Fields – General Information]] for up to date information on custom fields. Understanding and using [[:Category:Custom Fields|custom fields]] are vital in order to successfully creating an [[Instance|instance]] of [[SmartSimple]] that is true to your organization’s needs. [[Custom Fields]] are additional fields that you add to any of the [[Entity|entities]] that you have seen within the system such asCategory* [[Internal]] and [[External|external]] organizational [[Entity|entities]].* [[Client Categories|Organization Categories]].* [[Internal]] and [[External|external]] contacts.* [[User]] [[Role|Roles]].* [[Personal Transaction|Personal Transactions]] – set of custom records that you can associate with contacts. You can also add [[Custom Fields|custom fields]] to applications such as [[Sales Tracking]], Expense Tracking and Time Tracking. 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. 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|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.* You use [[Role|roles]] to control who can see and update specific fields.* 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.* You can build reports using both standard and [[Custom Fields|custom fields]].* You can build search filters using both standard and [[Custom Fields|custom fields]]. ==See Also==* [[Reporting on Custom Fields]] 
[[Category:Deprecated]]
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