M
DownloadReleasesGuidesChatbotAccountantsForumCloud Edition

Custom Fields

Custom Fields in Manager.io allow you to create additional fields in your forms, enabling you to capture business-specific information in your entries. This feature helps tailor the software to meet your unique business needs by adding extra data fields to various documents and records.

Accessing Custom Fields

To access and manage Custom Fields:

  1. Navigate to the [Settings](#) tab in Manager.io.
  2. Click on Custom Fields.

Settings
Custom Fields

Access the Custom Fields settings to create and manage your custom fields.

Types of Custom Fields

Custom Fields are divided into five distinct types, each differing in appearance and behavior:

1. Text Custom Fields

  • Description: The simplest type of custom field, allowing input of free-form text.
  • Features: Optionally, you can set a predefined set of values for users to select from a dropdown list.

2. Number Custom Fields

  • Description: Designed for inputting numerical data.
  • Features: Can display totals in different views and are useful for quantities, amounts, or any numerical information.

3. Date Custom Fields

  • Description: Specifically for date entries.
  • Features: Provides a drop-down calendar for date selection, ensuring accuracy and consistency in date entries.

4. Checkbox Custom Fields

  • Description: Ideal for creating yes/no or on/off switches.
  • Features: Useful for indicating the presence or absence of a feature, approval status, or any binary option.

5. Multiple-Value Custom Fields

  • Description: Allows selection of one or more predefined values.
  • Features: Users can select multiple options from a list, useful for categorization or tagging.

Utilizing Custom Fields

Custom Fields enhance data entry and reporting capabilities. Here’s how you can utilize them:

Displaying Custom Fields in Tables

To display the contents of a custom field as a column in tabs:

  1. Go to the relevant tab where you want the custom field to appear.
  2. Click on the Edit Columns button.
  3. Enable the desired custom field to display it as a column.

Edit columns

Use the Edit Columns feature to display custom fields in your data tables.

For more details, refer to the Edit Columns guide.

Including Custom Fields in Printed Documents

To display a custom field on a printed document:

  1. Utilize Footers to insert the content of custom fields using merge tags.
  2. Customize your document templates to include these merge tags where necessary.

For more information, see the Footers guide.

Using Custom Fields in Advanced Queries

With Advanced Queries, custom fields are accessible for:

  • Selection: Choose specific custom fields to include in your query results.
  • Filtering: Narrow down data based on custom field values.
  • Sorting: Organize data in ascending or descending order using custom fields.
  • Grouping: Aggregate data based on custom field criteria.

This enables you to craft unique reports tailored to your business needs. For comprehensive instructions, visit the Advanced Queries guide.

By effectively utilizing Custom Fields, you can significantly enhance the functionality of Manager.io, ensuring the system aligns closely with your business processes and information requirements.