If Quikflw doesn't have all the fields (i.e. text boxes) you need, you can add your own.
Once you have added them to the screens, you need to add them to the PDF templates, if you want them to be pulled through onto your quotes, invoices etc.
Currently, they are only for adding and editing text. Dropdowns, dates, etc., will be added later in 2019.
Adding a Field
To add a field select
- The Cog at the top right
- CRM Settings
On the left, select Custom Company, Contact, or Supplier. All work in the same way.
Click '+New Custom Field'
The tag name is used if you want to add it a PDF and should not have any spaces between words.
Once you have added the field it will appear on the company, contact or supplier edit screen.
To see it on the list screen, you will need to:
- Click the Cog at the top right
- Select CRM Settings
- Select show Hide Company/Contact/Supplier List Columns
- Make sure it set to 'Show'
Adding to the PDF
Make sure you add one of the following prefixes to the field:
- Client (for companies)
- ClientContact (for a contact)