Knowledgebase
How can I create a custom field in Projetex?
Posted by Alexey Sokolov (AIT) on 20 August 2014 10:32 AM

To create a custom field, please follow the steps:

1. Go to Projetex Server Administrator > Corporate Settings > Fields.

2. Switch to the required section (for example Client > Invoices).

3. In case you would like to create a new custom fields group, click the Add button on the left side.

4. Specify a name for this custom fields group.

5. Click the Add button on the right side to create a custom field.

6. Specify a name and a type for this custom field.

7. In case you would like to include information from this custom field in your invoice templates, specify a variable for this custom field. Then you will be able to include this variable in your invoice templates.

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