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Concepts
Custom fields are user-defined fields of different types. You can associate custom fields with different types of people, creating fields that VSys One does not have. Custom fields defined within a project are only available within that project. Those defined globally are available everywhere, including within all projects. For custom fields which will likely vary in value from one project to another, define the custom field within each project.
You can print custom fields on many reports and include them in mail merges and exports, as well as filter people by their custom field values.
How to Use
Define custom fields globally by clicking on Custom fields from the Setup panel. For project-specific custom fields, right-click on the project's name from the Projects panel and select Setup (custom fields).
Click on a custom field's name to edit its properties, or on the Add new field link to create a new custom field.
Field Basics
These values are common to most (or all) custom fields.
Description |
This is the text that appears next to the field in various editors and is used to select this field for reporting. Note that changing the field's name does not affect any data already stored for this field: VSys uses an internal, hidden ID code for matching the data to the field itself. |
Type of data |
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Applicable to what types of things |
Custom fields can be applicable to various types of people as well as to groups. Choose the ones this field should be shown with. |
When no value has been entered... |
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Tab to appear on, Override default sizes |