Text custom fields allow you to input and store text-based information for objects like Budgets, Companies, Deals, Expenses, Invoices, and more.
This flexibility helps in capturing specific details and notes tailored to your business needs.
1) Adding a Text Custom Field
Go to Settings > Custom fields. Select the object for which you want to create a custom field. This could be Budgets, Companies, Deals, Expenses, Invoices, etc.
2) Selecting the Text Field
From the custom field menu, select the Text field type.
3) Name and Describe the Field
Give the custom field a name and description and click "Create field" (if editing an existing field, select "Update field").
Applying Text Custom Fields
After creating text custom fields, they can be applied and edited directly within the relevant objects. Here’s how you can use them:
Access the Relevant Object
Go to the section where the object is located (e.g., Budgets > Specific Budget).Input Text Information
Locate the custom field tab in the budget sidebar and input the necessary text.Save Changes
The text is saved automatically as you type!
Usage Examples
Budgets: Add specific instructions or notes for budget tracking.
Companies: Capture additional company information or internal notes.
Deals: Document deal-specific details and negotiations.
Expenses: Include descriptions or reasons for expenses.
Invoices: Add custom messages or payment instructions for clients.