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Setting Custom Field Values

Custom fields are used for documents, clients, suppliers, projects and items.

To change a value of document custom field

  1. Select a document.
  2. Select the Info tab in the right pane.
  3. In the Custom Fields section, select a custom field and double click on the Value cell.
  4. Enter a value and press Enter.

To change a value of project custom field

  1. Select a project.
  2. Select the General tab in the right pane.
  3. In the Custom Fields section, select a custom field and double click on the Value cell.
  4. Enter a value and press Enter.

To change a value of client/supplier custom field

  1. Select a client or a supplier.
  2. Select the Custom tab in the right pane.
  3. In the Custom Fields section, select a custom field and double click on the Value cell.
  4. Enter a value and press Enter.

To change a value of item custom field

  1. Select an item.
  2. Select the General tab in the right pane.
  3. In the Custom Fields section, select a custom field and double click on the Value cell.
  4. Enter a value and press Enter.

Please note that the layouts must contain the custom field placeholders in order to display these values on the rendered documents.

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