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It is important to note that you can extend the information you are gathering around companies and contacts by adding [[Custom Fields|custom fields]].
If you are not permissioned to add these types of fields you will need to speak to your [[System Administrator|system administrator]]. You can add fields to:
* '''[[Organization|External companies]]''' – Companies.
==Creating Global Custom Fields for Companies and Contacts==
{|{|+-||From the [[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====
* ''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=]]|-
|}
==Field Availability==
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.
For 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]]
==See Also==
* [[Role Based Custom Fields]]
[[Category:Contacts]][[Category:Organizations]][[Category:Custom FieldsDeprecated]]
