Custom Fields Editor

Modified on Mon, 21 Jul at 11:36 AM

Use this tool to add custom fields to iCFM records (Company, Contact, Project, Quote, Job, or Library). These fields will appear on the header (top half of the page) and help you to save extra information against the entity. Each entity can have as many custom fields as you desire.

Please Note:

You cannot delete or rename fieldnames after adding them
You can hide fields if they’re no longer needed
All changes apply only to the entity you selected (e.g. Company fields don’t appear on Contact pages)

To Add a Custom Field:

Menu > Admin Options
Open Custom Field Editor
Select the Entity where you want your new field to appear (e.g. Company, Contact, Job)
Click Add Field
Enter a Caption - the Fieldname will auto-fill based on your Caption.
Check the Fieldname has been generated as expected — it can’t be changed later.
Choose a Type from the dropdown:
Set layout options:
Add a Default value
Tick Mandatory
Click Save

Please Note: To remove a Custom Field click the red X icon next to the field

Field	Description
Entity	Select the Entity where you want your new field to appear (Company, Contact, Project, Quote, Job, or Library)
Caption	The label your Users will see on the page (e.g. ‘Account Manager’, ‘Region’, ‘Go Live Date’)
Fieldname	Internal system name, auto-generated based on your caption Please Note: Fieldnames cannot be edited once saved
Type	Text	Single-line text input
	Textarea	Multi-line text input
	Checkbox	True/false tick box
	Radio	Select one from a list of options
	Select	Dropdown list
	Date	Calendar picker
Default Value	If you want this field to be pre-filled by default, enter the default value here (not applicable for date controls)
Mandatory	If checked, Users must complete this field before saving (not applicable for checkboxes)
Positioning	Fixed	Default - Leaves the field in a fixed position on screen. Use this unless you specifically want the field to scroll with the page
Positioning	Absolute	Scrolls away with the page — use this if the field should move with the rest of the content rather than stay pinned on screen
Top	Position the field using pixel values (e.g. 10px). How far from the top the field should appear. Start with 10. To add a field below, keep the Left/Right value the same and increase Top by 25–30px
Left	Choose one side of your screen to anchor the field - don't enter both. Position the field using pixel values (e.g. 10px).
Right
Status	Hide	Temporarily removes the field from the page without deleting it
Status	Revert	Reactivates a field that was previously hidden, making it visible again