Many of the objects in the + modules allows for custom fields, i.e. fields that you define. This includes equipment, quotations, tasks, companies, invoices and more. The custom fields in + modules are slightly different from the custom fields in the old modules, but to some extend it is possible to copy the fields from the old modules to the new. This is done in the System module, in the Admin > Cross save menu: click on the Custom fields button for an object and read the instructions carefully.
Notice that the custom fields in + modules are much more strict when it comes to which values you may input.
There are several types of custom fields, and most of these have various subtypes:
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Text (subtypes: single line, long text, email, colour, link, icon with link, expression)
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Number (subtypes: number, integer, duration, expression)
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Complex (subtypes: address)
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Reference (subtypes: various types of objects like User or Company etc)
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Checkbox (subtypes: multicheck)
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One of many
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Date and time (subtypes: date, date and time)
A custom field may be marked as “read only”, which means that its values cannot be edited in the form where you edit an object.
A custom field may be marked as “searchable”, which means that Microbizz will look in the field when doing free text searches.
Next: 6. Filters