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Custom Fields – General Information

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~~__TOC__~~=Overview=A '''Custom Field '''is the basic unit of data storage, created on an as-needed basis for your system, and is associated with a [[SmartSimple]] [[entity]] such as a [[User|contact]], [[Organization|organization]], [[User Role|role]], or activity. These fields can be accessed and controlled from either the [[Global Settings]] area of your system, or on the Entity-based '''Settings '''page within a {{UTA}}. New custom fields are added on a regular basis - we currently have over 50 field types that can be used to capture and store data. Check the [[Upgrades]] section of our Wiki for continuous notice of the latest field types.

~~==General Description==A custom field is created on an as-needed basis~~'''Custom Fields '''are in contrast to [[Standard Fields]], which are automatically built into your system and ~~is associated with a SmartSimple entity such~~ as a ~~contact~~general rule cannot be changed, ~~company, role~~although they might be renamed or modified. All fields display data in configurable ways: for example, they can be grouped into tabs or ~~activity~~displayed in multiple columns to avoid cluttering the page. ~~These~~ * The maximum number of custom fields that can be ~~accessed and controlled via links~~ displayed on a single page is 400 total. =Accessing Custom Fields=1. Click the 9-square menu icon on the ~~Global Settings~~ top right of your page ~~or on~~ . :: {{Icon-Menu}} 2. Under the ~~Entity~~ heading '''Configuration, '''select '''Global Settings ~~Page within~~ .''' The hyperlink to '''Custom Fields '''will be available under ''each ''tab. Clicking the '''Custom Fields '''link under a ~~UTA. New~~ specific tab will bring you to the custom ~~field types~~ fields that are ~~added~~ associated with the purpose of that tab - for example, if you click on the '''Custom Fields '''under the '''User '''tab, this will bring you to a ~~regular basis~~list of all custom fields specifically associated with [[User|users]], ~~so check~~ both [[Internal|internal]] and [[External|external]]. {| class="wikitable"|-||'''System - Custom Fields'''||A list of all custom fields from ''all ''object types in the ~~upgrade notes in~~ system.|-||'''Organizations - Custom Fields'''||Create and manage custom fields for '''Branch '''([[Internal]] organization on the ~~Wiki~~ [[Organization hierarchy|organization hierarchy]]) and '''Organization '''([[External]])|-||'''Users - Custom Fields'''||Create and manage custom fields for [[User|users]], both [[Internal]] '''Staff '''and [[External]] '''Contacts'''|-||'''Associations - Custom Fields'''||Create and manage custom fields for [[Association Settings|associations]], which can be between companies and users or company-to-company |-||'''Transactions - Custom Fields'''||Create and manage custom fields for [[:Category:Transactions|Transactions]] and [[Transaction Attribution|transactions attributions]]|}:: [[File:All custom fields.png|thumb|none|600px|All custom fields for system objects|border]] :: [[File:Organization custom fields.png|thumb|none|Custom fields for Organizations under the ~~latest field types.~~Organizations tab|500px|border]]

===Overview===

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The following settings are common to nearly all [[Custom Fields|Custom Field]] types:

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Emmy Fu

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Custom Fields – General Information

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