Changes

Jump to: navigation, search

Adding Custom Fields to Company and Contact Information

587 bytes added, 17:25, 21 November 2014
Creating Global Custom Fields for Companies and Contacts
{|+
|''Note: The terminology used in this example may differ from copy to copy of SmartSimple.<br />
See [[Organization Terminology]] for further information.''<br /><br />====Branch & Organization Settings====* ''Custom Fields'' - define custom fields for all organizations in the system.* ''Branch Custom Fields'' - define custom fields for all [[internal]] organizations.* ''Organization Custom Fields'' - define custom fields for all [[external]] organizations.====Staff & Contact Settings====* ''Custom Fields'' - define custom fields for all contacts in the system.* ''Staff Custom Fields'' - define custom fields for all [[internal]] contacts (users).* ''Contact Custom Fields'' - define custom fields for all [[external]] contacts.
|[[Image:GlobalCustomFields.png|link=]]
|-
8,849
edits

Navigation menu