Adding custom fields

To add custom fields

  1. From the > Setup menu, click Company > Custom Fields.
  2. Double-click on the area of Ajera you want to see a custom field. Choices include: Account, Activity, Bank account, Client, Contact, Department, Employee, Project & phase, and Vendor.
  3. Click New.
  4. Enter the following information:

For

Do this to

Status

Make the custom field available for use, leave the status as Active.

Available for custom invoice formats

This check box appears only if you selected: Activity, Client, Contact, Employee, Project & phase, or Vendor in Step 2.

Select this check box to make this custom field available in the Client Invoice Designer.

Restrict access in Designer

Check this box to indicate that this custom field may contain potentially sensitive information.

Setting this option allows you to restrict who can use this custom field when designing dashboards. See Setting up dashboard Designer access for steps on setting up dashboard designer roles.

Display name

Type the name you want to appear on the window.

Note: Click the Project Info tab > Billing subtab.

Internal name

Type a name to be used by the Ajera database. This name cannot contain spaces or special characters, such as \ / : * ? " < > |.

Tab name

Type the name of the new custom tab where you want the field to appear.

Custom fields appear only on custom tabs. When you add the first custom field to a window, Ajera creates a new tab for it. To add additional fields to the same tab, use the same tab name when creating those fields.

Type
Note: You cannot change a custom field's type once entries have been made to it.

Choose one of the following types for your custom field:

  • Text creates text fields.
    Ajera recognizes URLs entered into custom text fields as clickable web page addresses. You must include the entire address, using either http:// or https://. Then, when you double-click the URL in the custom text field, that web page opens.

In the Maximum Length field, type the total number of characters allowed in your field. Text fields cannot exceed 1000 characters.

  • Memo creates notes fields.
  • Custom list creates selection lists.

In the Value field, type a list of items you want to appear on the list.
Type one list item per row. Use the arrows on the lower corner to reorder your items.

Select the Allow edit check box to allow entry of a value into the field. Do not select the check box if you want to select only from the list.

  • Number creates number fields.

Identify the highest (no higher than 999,999,999,999.99) and lowest (no lower than -999,999,999,999.99) number that can be entered in the field.

Identify the number of digits to appear after a decimal point (maximum of 10).

  • Date creates date fields. Ajera converts an entry to a standard U.S. date format of mm/dd/yyyy. It also displays a calendar to allow selection a date.
  • Checkbox creates a check box you can select or clear. For the check box to appear selected automatically, select the Default to checked check box.
  1. Click OK.
  2. Repeat the above steps to create other custom fields.
  3. Click and to change how the fields appear on the window. Ajera automatically groups all fields on the same tab together in the list.
  4. Click Close.