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.
Adding Free fields
Setting up free fields
Creating free 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 so, follow the steps below:
Navigate to Settings in the left-hand menu;
Choose Free fields;
Enter 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.
To fill in the free field(s), follow the steps below:
Navigate to Relations in the left-hand menu;
Open an existing contact or create a new one by selecting New;
Open the Custom Fields tab and fill in the required information.
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!
To add a free field to a layout, follow the steps below:
Navigate to Settings in the left-hand menu;
Select Layout Editor;
Open the layout where you want to add a logo or other element;
Click on the first icon New Element at the top left or click on an existing block to edit it;
If you selected New Element, choose the Text block;
Open the dropdown menu Select a Tag;
Scroll down to the submenu Free fields relations;
Click on the custom field you want to add;
Choose Save to apply the changes to the layout;
The custom field with the information filled in for the contact will automatically be added to the PDF document.