Setup the custom fields to store extra data in drop down lists, entry fields, and multi select lists. Custom fields can be added for projects, project stages, staff, contacts, and personnel records. Custom fields are can also be known as attributes or extra data in other applications.
|Setup required before use||Who can use it?||Where is it?|
|Settings > Organization > Custom Fields|
What are custom fields?
Setup extra fields that your organization needs for reporting purposes, or to display on various Synergy documents template outputs. Custom fields can be added for use with:
- Project stages
- Contacts (Companies and Individual type contacts)
- Personnel type contacts
Make custom fields mandatory to make sure that all your staff enter this additional information when creating new records.
Extra data can be stored within the custom field using one of the following field types:
- Text entry box
- Date selection
- Currency (numeric field)
- Number (numeric field with a set number of decimal places)
- Drop down list
- Multi select list
- Hyperlinked URLs
Why use the custom fields?
Add custom data entry fields in Synergy, and display these details on Synergy documents and Synergy reports.
How do I hide staff custom fields?
System administrators can choose who can see staff custom fields. By default, these are set to visible to all.
In Settings > Organisations > Security matrix, under the sub-heading Custom fields, towards the bottom of the page, you will see the row ‘Read staff custom data’. When a checkbox is ticked, the user type will see the staff custom field.
Untick all the user types who you want to hide staff custom fields from.