Custom fields

Custom fields let you record extra information the standard forms do not have, such as a customer’s region or a supplier’s vendor number. Open Custom fields under Manage. It is for administrators your organization has given access to manage custom fields.

The fields you add appear on the record’s form under More details.

The list

Custom fields for customers

Choose a tab for what the field belongs to: Customers, Suppliers, Sales invoices, Purchase invoices or Items. The list shows each field’s Label, Key, Type and Status: a Required field must be filled in, and a Retired field is no longer offered.

Add a field

Choose the tab, then select Add field.
Fill in the form and select Save. You will see “Field saved”.

The Add field form

Field	What to enter
Key	Lowercase letters, digits and `_`, for example `region`. Imports use it as `cf.<key>`, for example `cf.region`.
Type	Text, Number, Date, Yes or no or Choice
Label (English)	The name people see
Label (Malay), Label (Chinese)	Optional translations
Required	Tick if the field must be filled in

For a Choice field, add each option under Choices with Add choice: a Key and a Label (English).

Change or retire a field

Select a field in the list to open Edit field.

You can change its labels, whether it is Required, and add new choices.
Its Key and Type are fixed once created. A saved choice’s key cannot be changed or removed either.
To stop using a field, untick Active and save. Retire a field rather than deleting it, so old records keep their value.

Where custom fields show up

On the customer, supplier, invoice or item form, under More details.
In imports, as a column named cf.<key>.
On the Customers and Suppliers lists, Download CSV includes every custom field as a cf.<key> column, the same headings the imports read back.
On printed invoices: a custom field for sales invoices can be ticked under Extra lines at the top on the Invoices and credit notes layout in Document layouts.