Skip to main content
Custom Fields Manager
← Back
Throughout This Page
You can jump to the specified sections by clicking on these titles.

Understanding Custom Fields Manager

Custom fields offer a valuable means of enhancing the organisation and flexibility of your platform.

With custom fields, you have the ability to:

  • Assign unique information and fields to entries throughout the platform
  • Filter and search for specific items more efficiently
  • Tailor the platform to your business requirements
  • Create a range of fields, including text and number input areas

With the endless possibilities of custom fields, you can ensure that your platform precisely caters to your business needs, allowing for seamless customisation and optimisation.

Power up your platform: Utilise custom fields to enhance the flexibility of your platform. Create unique areas for inventory, purchase orders, inventory, and contacts, tailoring the platform to suit your requirements.

Navigating to the Custom Fields Settings Page

Click on the settings icon at the bottom left-hand side of the screen. Then, select the "Custom Fields Manager" icon, as highlighted below.

Creating New Custom Fields

Access the Custom Fields page via the settings page to create new custom fields. Within this section, you will find the fields you have previously made.

To initiate the creation of a new custom field, click the "Create Fields" button in the top right corner of the page. A popup window will appear upon clicking this button, presenting you with several options.

In the popup window, you will find a "Module" dropdown menu, which allows you to select the specific location where the custom field should be created, such as the order or inventory details. The option you choose here will determine the placement of the custom field.

The "Type" dropdown menu enables you to select the desired custom field type, such as a field that accepts text or numbers.

The "Label" field determines the custom field's name and serves as the key name for the field you are creating. This name will be visible on the platform and in CSV exports.

You can utilize the "Default Value" box to pre-fill any desired information for this custom field.

Lastly, save your changes by clicking the "Submit" button.

Now that you've created your custom fields and are ready to centralize your data, you can begin importing your data in bulk. Through the Imports/Exports page, you can learn more about the usage of custom fields.

Use multiple fields together: Maximise the versatility of custom fields by creating various fields and using them together. It allows you to capture all the necessary data for your operations in a structured and efficient manner.

Editing and Deleting Custom Fields

To edit or delete a custom field, locate the entry row corresponding to the field you wish to modify or delete. You will find two icons on the right side of the row: an edit button and a trash bin icon.

If you choose to edit the field, click the edit button. This action will open the same popup window that appeared when you initially created the custom field. Within this window, you can modify any information related to the field in the same manner as before.

On the other hand, if you opt to delete the field, click the trash bin icon. By doing so, a confirmation popup window will appear, providing an additional layer of safety to prevent accidental deletions. Confirm your decision by selecting the "OK" button within the popup window to proceed with the deletion.

It is important to note that this action is irreversible and will permanently delete the custom field from the platform. Additionally, the system will permanently remove all associated information entered using that field. Exercise caution when deleting custom fields to avoid unintended data loss.

Please exercise caution when deleting custom fields to ensure you only remove the ones you no longer need, as the deletion is irreversible.

 

Back to top