Businesses are as unique as the people who run them, often requiring specific information for efficient management. ManageCasa's custom fields empower you to tailor your data management experience according to your business needs, complementing the default information fields we provide.
How to create custom field?
1. Go to ⚙︎ Settings → Custom Fields → Add
2. Fill out custom field details:
- Title – Input the name of the custom field.
- Help Text – Provide a description to guide users in filling out the field.
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Field Type – Choose from a variety of field types to suit your data needs:
- Plain Textbox: Ideal for simple text entries.
- Checkbox: For binary choices, like yes/no or true/false.
- Description: Allows for detailed text descriptions.
- Number: Specifically for numerical data.
- Currency: Handles monetary values.
- Select List: Enables selection from predefined options.
- Multi-Select List: Allows choosing multiple options from a list.
- File: For attaching documents or files.
- Date: For date-specific data.
- Table: Organizes data in a tabular format.
- Custom Group: Group related custom fields together for better organization.
- Applications that can use this custom field – Select the data areas where you want the custom fields to be applied.
If you want to learn more about custom fields, visit our Custom Field FAQs article for detailed information. For any further assistance, feel free to reach out to our support team.
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