You can fill in all commonly used information for your contacts, from company names to Chamber of Commerce numbers, and from email addresses to payment terms. However, there may be times when you want to add additional information. For example, you might want to record a birthdate so you can send a birthday card every year.
You can also use these custom fields in outgoing documents. This help item explains how to add a custom field to your layout.
How do I add custom fields to my layout?
Creating and configuring a custom field
Creating custom fields
Before you can add a free field to a layout, you’ll need to first create the custom field in the settings. To do this, go to Settings > Free fields.
You will need to provide the following details:
Name; Enter the name of the free field.
Type; You can choose from the following options:
Text field
Text box
Date
Dropdown menu
Checkboxes
Radio buttons
Required field; Indicate whether the free field is mandatory.
Order; Set the order in which the free fields will be sorted for your contacts.
Filling in free fields for a contact
Once the free field has been added, you can fill it in under the contact. Each contact has a “Free Fields” tab where the free fields will appear in the specified order.
Adding a free field to a layout
Once the free field has been created in the settings and filled in for the contacts, it can be added to a layout.
You are free to place the free field anywhere in the document. You decide where it goes!
In this example, the free field is added to the block with the customer details.
By selecting the block, the block’s settings will expand.
Through “Select tag,” you can choose the created free fields to add to the block.
Once added to a block, you will see the code for the free field appear within the block.
The data from the free field will be replaced in the final PDF with the corresponding data entered for the selected contact.
