Custom Fields Settings


Custom fields can be displayed in the filter. Therefore, you are able to create any prefiltered selections and instantly find the necessary data.

In fact, for all types of custom fields, you can display a filter in the list and search data using it. Click on the field name and go to the settings:

In the opened side panel, activate the corresponding option:

After this, you will see the selected filter fields in the list:

If any of the information should be displayed only on the detailed page of the object (project, task, transaction, account), — deactivate the Show in list option in the field settings.

Information about whether a field is displayed in the list or not you can find in the table of custom fields.

To delete a custom field, check the box next to it and click the Delete button.