Custom fields can be used to capture extra information that is not already built in to the Flex platform, for Contacts, Projects, Designs and Leads. When you add a field, it will be available on all contacts, projects or designs. For example, you may always want to capture special information about a contact and there is no box available in the Flex platform by default. You should use a custom field to store this information.
- Access Admin area by clicking the cog icon at the bottom of the left hand menu bar.
- Under Admin area select Custom settings.
You can create custom fields for contacts, projects, designs and leads:
- Click +Add Custom Field
- In the first column type a Name for the field.
- In the second column you select the Type from a drop-down menu:
- Text field– Input is a text box accepting letters and numbers
- Check box – Input is a tick box (defaults un-ticked)
- Date – Input is formatted as a date (with a popup calendar)
- In the tool bar click Save Custom Fields to save any changes.
Delete a custom field
To delete an existing custom field simply click the bin icon at the end of the relevant row.