2,299
edits
Changes
→Overview
=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 For a full list of Custom Fields, see [[:Category:Custom Fields#Types of Custom Fields|Types of Custom Fields]]. You can also check the [[Upgrades]] section of our Wiki for continuous notice of the latest field types.
'''Custom Fields '''are used in addition to [[Standard Fields]], which are automatically built into your system (for example, '''Name '''or '''Address '''are typical Standard Fields). While '''Custom Fields '''can be added, removed, and customized, as a general rule Standard Fields cannot be changed, although they might be renamed or modified.
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>
