Custom doc code/card and custom project main fields. For information on custom equipment fields, refer to the Equipment List section.
Articles
Add Custom Doc Code/Card Fields
You can add custom fields to your cards. Here's how to create and manage them.
Create
The initial set up of custom doc code / card fields must be done by an Admin User. Once created, they can be enabled or disabled on any project.
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Other Data - Project (Main) Fields
Custom fields can be added to the "Main" section of a project. Here's how to create and manage them.
Create
To create a custom project (main) field, navigate to System Menu > Customization > Project (Main) Fields .
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Create Lists for Custom Fields
This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values. To create a new list, navigate to System Menu > Admin >...