What is the Custom Fields section in Contracts Settings and how do I confiure this?

What is the Custom Fields section in Contracts Settings and how do I confiure this?

What's the issue you're facing?

What is the Custom Fields section in Contracts Settings and how do I confiure this?

Solution

The ‘Custom Fields’ section makes it possible for you to create fields to capture any additional important information that is not covered elsewhere.

Just click on “Add New Custom Field”, name your field, and select the response type.

For ‘Pick one from list’ and ‘Multiple choice’ fields, you will need to save the field before you can add your response options.

Once each field has been added you can tick the check-boxes to decide whether the field is required (mandatory when adding contracts), active (available for users to update) and shown in the summary (added as a column to the contract list page).