Support Center

Create Custom Transaction Fields

Last Updated: Sep 10, 2013 10:15AM CDT
Custom transaction fields allow you to attach important data to transactions, such as a PO#, Invoice Number, Carrier, or whatever you feel you need. 

To Create Custom Transaction Fields:

1. Click the "
Admin" tab.

2. Click the "Customize" link.

3. Click the "Transaction Fields" link.

4. Click the "New Custom Transaction Field" button.

5. Click the option button to "
select what kind of data the field will contain" (i.e. text and numbers,drop down list, currency).

6. Type the "
name of the data" in the field.

7. Click the "
Next" button.

8. Type the description of the data field in the "Description" field if one is needed.

9. Click the option button to make the field "Required" if needed.

10. Type a number in the "
Sort Order" field to indicate what order you want to the custom field to appear by default in views.

11. Click the option button(s) to select the "
Transaction Types" you want to include the custom data field.

12. Click the "
Save" button.



 

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