Custom Fields:

Custom fields are user created entities that can exist on multiple documents within Sync (for example, on a job or on a customer). These are used when users require additional information that needs to be stored separately to the standard Sync fields.


Fields:

  • Name: The name of the custom field.
  • Category: The custom field category that the custom field sits in.
  • Type: What date type the custom field is (example: numeric or text).
  • Active: Specifies if the custom field is active or not.
  • Copy: This specifies whether the custom field copies over when duplicating the document it sits in.
  • External Users: This specifies if the custom field is available to users marked as external users.
  • Lock: If ticked as yes, the custom field will only be editable when the document is in an editable status. If not ticked, the value can be changed at any stage.
  • Product Costing: Specifies whether the custom field will be visible in the product costing screen.
  • Required: Specifies whether the custom field is required on that document or not.
  • Search Column: If ticked, users will be able to see that custom field on search screens relating to that document.
  • Search Filter: If ticked, users will be able to search that custom field on search screens relating to that document. 
  • Web: Specifies whether this custom field will be available on B2B.
  • Credit Note: Specifies if this custom field will be available on a credit note.
  • Customer: Specifies if this custom field will be available on a customer.
  • In Shipment: Specifies if this custom field will be available on an in shipment.
  • Invoice: Specifies if this custom field will be available on an invoice.
  • Job: Specifies if this custom field will be available on a job.
  • Job Product: Specifies if this custom field will be available on a job product.
  • PO: Specifies if this custom field will be available on a PO header.
  • PO Item: Specifies if this custom field will be available on a PO line item.
  • PPO: Specifies if this custom field will be available on a PPO header.
  • PPO Item: Specifies if this custom field will be available on a PPO line item.
  • Product Type: Specifies if this custom field will be available on a product in Sync admin.
  • QA: Specifies if this custom field will be available on the QA portion of a job.
  • Quote: Specifies if this custom field will be available on a quote. 
  • Shipment: Specifies if this custom field will be available on a shipment.
  • SO Item: Specifies if this custom field will be available on a sales order line item.
  • Sub Customer: Specifies if this custom field will be available on a sub customer.
  • Tech Pack: Specifies if this custom field will be available on the tech pack. 
  • User: Specifies if this custom field will be available on a user in Sync admin.
  • Vendor: Specifies if this custom field will be available on a vendor.


Important Notes: 

  • Being able to add custom field values is permission dependent.


Related Help: