Custom Fields Module

The Custom Fields module allow you to create custom fields for accounts, products, orders, services, account categories, and billing accounts. These custom fields can be used to add additional information about their associated area.

After you create a custom field, you can view, edit, or delete it at any time. Additionally, depending on your configuration, custom fields are searchable from the Account or Order Search windows.

Custom fields can be created for these areas:

• Account Custom Fields — Associated with the customer or customer billing account at the time the account is created.

• Product Custom Fields — Can be populated either before or after creating a product in either the Product Catalog or Products application.

  Product custom fields cannot be deleted once applied to available products.

• Order Custom Fields — Associated with an order at the time the order is created.

• Service and One-Time Custom Fields — Associated with a sold product during the order process.

• Payment Method Custom Fields — Allows additional information to be collect for a specified payment method used by the customer.

• Account Category Custom Fields — Enables you to use that information for your general ledger and reporting purposes.

  Billing Account Custom Fields — Used when defining additional fee rules.

You can create the following types of custom fields:

• Text Field — Text is entered in the field.

• List — Contains a drop-down list with options. You also create a custom drop-down list for use with this custom field (refer to Add List Values for List Custom Field).

Refer to the following topics for additional information about managing custom fields in the Custom Fields module:

 

 

 

Topic updated: 03/2024.