Custom Fields

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Setup » Business Processes » Custom Fields

Extensions allow you to create as many custom fields as you need, for each type of record. That means your "Project" work might have 3 or 4 custom fields you need to record, whereas your "Consulting" work might have 10 completely different data fields.

Overview

Custom Fields allow you to define more fields, on a type by type basis, for prospects, jobs, issues and more in AffinityLive.

Custom Fields

On the main navigation bar, hover the module you wish to configure extra fields for, and then click *Config. *Note you must be an admin user to access this feature.

Custom Field Types

A field type allows you to define what kind of information the field should hold, such as text, numbers, currency, dates, a picklist, and even a contact or staff member.