Custom fields can be used to capture extra information that is not already built in to the Flex platform, for contacts, projects, designs and leads. When you add a field, it will be available on all contacts, projects, designs or leads. For example, you may always want to capture special information about a contact and there is no box available in Flex by default. You should use a custom field to store this information.
To access click the settings cog at the bottom of the left hand menu bar on the Flex platform and, under
Admin area, select Custom Settings.
The main view is split into 3 drop-down rows - Contact, Project, Design or Leads.
Create a custom field
- Click on + Add Custom Field under the relevant drop-down.
- In the first column type a name for the field.
- In the Type column select from;
Text field – Input is a text box accepting letters and numbers
Check box – Input is a tick box (defaults un-ticked)
Date field – Input is formatted as a date (with a popup calendar)
- Click the Save Custom Fields button on the top toolbar.
Note: This function creates one input field at a time. For multiple entries, like a checklist, create several custom fields with the checkbox type.
Delete a custom field
To delete an existing custom field simply click the bin icon on the relevant row.