BizCortex documentation

Custom fields

Add your own fields to customers, vendors, invoices, employees, products and projects.

Custom fields store information that BizCortex does not have a field for, such as a cost center or an internal customer number. Open "Settings" and the "Custom fields" tab. The table shows the object, label, key, type and whether the field is required.

Custom fields
Screenshot of this screen

Who can use this

  • Everyone can view
  • Owner, Admin and Accountant can add, edit and delete

Steps

  1. 1. Add a field

    Click "Add field". Choose the object, enter a label and a key, and choose the type.

  2. 2. Add options for a select field

    For the type Select, enter the options, one value per line. At least one option is required.

  3. 3. Required or not

    Switch on "Required" if the field must always be filled in.

  4. 4. Edit or delete

    Use the row menu. When you edit, you can change the label, the options and "Required".

Fields and options

Object

Customer, Vendor, Invoice, Employee, Product or Project. Cannot be changed later.

Label

The name users see on the form.

Key

The technical name. Lowercase letters, digits and the underscore, starting with a letter, for example cost_center. Cannot be changed later.

Type

Text, Number, Date, Yes/No or Select. Cannot be changed later.

Options

Only for Select. One value per line.

Required

The field must be filled in before the record can be saved.

Tips

  • Automation rules can fill custom fields of customers, vendors and projects with the "set field" action.

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