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Custom Fields – General Information

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~~=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. __TOC__

~~'''Custom Fields '''are used in addition to [[Standard Fields]]~~==General Description==A custom field is created on an as-needed basis, ~~which are automatically built into your system (for example~~and is associated with a SmartSimple entity such as a contact, ~~'''Name '''or '''Address '''are typical Standard Fields)~~company, ~~and as a general rule cannot be changed~~role, ~~although they might~~ or activity. These fields can be ~~renamed~~ accessed and controlled via links on the Global Settings page or ~~modified~~on the Entity Settings Page within a UTA. New custom field types are added on a regular basis, so check the upgrade notes in the Wiki for the latest field types.

~~All fields display data in configurable ways:~~ ===Overview===This page will serve as the main repository for ~~example, they can~~ setup information that is shared between most field types--setup options that are specific to a certain field type will be ~~grouped into tabs or displayed in multiple columns to avoid cluttering~~ explained on the field pageitself.

* The maximum number of custom fields that can be displayed on a single page is 400 total. ==~~Accessing Custom Fields~~=Common Field Options=~~1. Click the 9-square menu icon on the top right of your page.~~ ~~:: {{Icon-Menu}}~~ ~~2. Under the heading '''Configuration, '''select '''Global Settings.'''~~ The hyperlink to '''Custom Fields '''will be available under ''each ''tab. Clicking the '''Custom Fields '''link under a specific tab will bring you to the custom fields that are 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 list of all custom fields specifically associated with [[User|users]], both [[Internal|internal]] and [[External|external]]. ~~{| class="wikitable"~~|-~~||'''System - Custom Fields'''||A list of all custom fields from ''all ''object types in the system.~~|-~~||'''Organizations - Custom Fields'''||Create and manage custom fields for '''Branch '''([[Internal]] organization on the [[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|border|All custom fields for system objects]]:: [[File:Organization custom fields.png|thumb|none|500px|border|Custom fields for Organizations under the Organizations tab]]~~When you click into a '''Custom Fields''' hyperlink from the '''Global Settings''' area, you will be brought to a [[List View Overview|list display]] of all available custom fields relating to that part of the system. In order to modify a Custom Field, you can simply select the '''pencil icon''' to the left side of the custom field name, as shown below:~~:: [[File:Edit custom field.png|950px|border]]~~=~~Configuration - Essentials~~=<pre> This page will serve as the main repository for setup information that is shared between most field types. To find setup options that are specific to a certain field type, look into the Wiki page for that field type itself. </pre>

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

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||UTA {{ l1 }}~~~~ Entities

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Emmy Fu

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Custom Fields – General Information

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