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Adding Custom Fields to Company and Contact Information

645 bytes added, 17:36, 21 November 2014
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In all cases, custom fields are configured in the same fashion. Go to [[Global Settings]], click on the hyperlink corresponding to which kind of global custom field you want to define, and click the ''New'' button to create a new global custom field.
The custom field settings in global custom fields include the ability to define which organization [[Client Categories|category]] or contact [[roles|role]] for which the field should be available.
In all casesFor organization custom fields, you can set the [[Client Categories|category]] for which the field is available:
:[[Image:Category.png|link=|600px]]<br />
For contact custom fields, you can set the contact [[roles|role]] for which the field is available:
:[[Image:Role_type.png|link=|600px]]
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