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Adding Custom Fields to Company and Contact Information

53 bytes added, 17:32, 21 November 2014
Creating Global Custom Fields for Companies and Contacts
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|From the [[Custom Global Settings]] page, [[custom fields]] can be attached to all organization and contact [[profile]]s in your system.<br />Custom fields can also be configured to only appear on certain organization [[Client Categories|categories]] or contact [[roles]].<br />As well, custom fields can be set to only apply to [[internal]] or [[external]] organizations and contacts, or both.<br /><br />''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====
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In all cases,
:[[Image:Category.png|link=|600px]]<br />
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