Custom Fields

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TO3000, Version 9.0 supports database structure cstomization in the form of adding custom fields to certain tables in database. Custom fields can be added with the help of Custom Fields section of the Advanced Settings window.

Note: You can create custom groups of fields as well and variables for using custom fields value in your .rtf templates!

To edit custom fields:

1. Click menu Settings > Advanced.

2. Click Custom Fields section.

The following data can contain custom fields:

1. Clients:

Main tab of Client window (Client profile)

Quotes to Clients

Client Jobs

Business Expences

2. Projects (Main tab of Project window only)

Creating groups of custom fields

1. Select the table to which a new custom field must be added.

2. Click New button in the group of fields control buttons.

3. Specify the name for new Group of fields in the New Custom Group of fields window.

4. Click OK to save changes or click Cancel to discard.

To edit/delete Group of fields select it from the list and click Edit or Delete button correspondingly from the upper button row.

Note: To be able to delete the Group of fields you need to delete all Custom Fields it contains first.

To change the order of the Group of fields, i.e the order of tabs with the Custom Fields, use Move Up/Move Down buttons.

Creating custom fields

1. Select the necessary Group of fields (if you have created more than one).

2. Click New button from the lower row of buttons:

3. Fill the fields of the New Custom Field window:

•	Enter the name of the new Custom Field in the Name text box.

•	Select the data type of the new Custom Field from the Type drop–down list.

•	Enter the name for the variable that will possess the value of the new Custom Field; you will be able to use this variable in the .RTF templates. See also: Templates

•	Click OK to add the specified Custom Field or click Cancel to discard.

To move the Custom Fields to another Group of fields, i.e. another tab, click Change Group button, point with the mouse arrow at the target Group of fields (the Group of fields records become yellow when you point at them, and click on it once.

To confirm all changes you have made with the Custom Fields click Confirm Changes button.

To cancel all changes click Cancel button.

The new custom fields appear on the Custom tab of the respective TO3000, Version 9.0 windows.