Custom Fields

Custom fields allow you to store custom information against organisations, people and invoices. You can have the following custom field types:

  • Free text

  • Text area

  • Date

  • Checkbox

When you add a custom field (via Setup > Custom Fields) you can set whether this field is for Organisations, People, Quotes or Invoices or all.

To add a custom field to an Organisation, Person, Quote or Invoice, view the relevant page and click on the "+ Custom Field" button.