 | We recommend NOT using Activity custom fields. In general, it's better to create an additional job custom field, form field, or activity |
- Go to Job > Edit Settings
- In the Activity Custom Fields section, click on New Activity Custom Field...
- Enter a name and select one of the following data types:
- Auto-number - use to automatically assign the next sequential number. Use the checkbox to indicate whether values should be generated for existing jobs. You have the option of assigning a number to all existing jobs or just new jobs. If you change the data type of an existing custom field to auto-number, you have the option of assigning a number to all existing fields that are blank. Fields with existing values will remain unchanged.
- Currency - use for fields you may want to summarize on the calendar or reports, only numbers are allowed. The field will print with a currency symbol and 2 decimal places.
- Date - use to ensure a valid date is entered and allow reporting based on dates
- Link - use for a hyperlink to a website, or the location of a file or folder on your network. For a website, use the complete address such as http://www.moraware.com. For a folder on your local network use the format \\machinename\sharefile\foldername.
NOTE: The names cannot contain any spaces. Local network links aren't supported by Mozilla Firefox. Use Internet Explorer instead. - List of values - use when you want to define the values for a field such as regions or job types
- Multi-line text - use for long data entry fields such as notes
- Number - use for fields you may want to summarize on the calendar or reports, only numbers are allowed
- Text - use for data entry fields up to 80 characters