Custom Fields

Custom fields are designed for recording any additional data in the accounts, transactions, projects and other Flowlu modules and applications.

For example, in the opportunity, you can display fields for specifying terms for the customer, discounts, information about the delivery, e.g. address, time, contact phone number, etc. In the task—a field for specifying the cost. In the project—a field for specifying suppliers, contractors or external executors from CRM.

To set up and display the custom fields in the applications, you do not need any technical skills. 

1. Go to the System Settings (1)Custom fieldsMain Settings (2)General (3) and select the application, for which you need to add the custom field.

2. Click the Add Field button:

3. Name your field and choose its type.

4. Save the new field. Then go to its settings, by clicking on its name, and specify the necessary settings. 

Going to the field settings