Adding and Using Custom Fields - Step-by-Step Transcript
Step 1
Adding and using custom fields in SoftLedger
Custom fields complement your structures and dimensions, collecting additional data to power unlimited reporting and analysis.
Step 2
Custom fields can be attached to any/all structures and dimensions. Learn about setting up structures and dimensions here.
In this walkthrough we’ll add a new custom field for our customer dimension.
Before we start, let’s review the customer record – we’re looking at Use Customer. If you’d like to see how to add a customer, check out the walkthrough here.
Step 3
Navigate to Settings > Custom Fields to add, update and manage all of your custom fields.
Step 4
Select the type of custom field from the custom field using the type picker.
Types include customer, vendor, invoice and bill, as well as digital asset objects such as coins and wallets.
We will select customer type.
Get all the details from our support site here.
Step 5
When adding or updating a custom field you will manage it’s ID (unique identifier), label name and type.
Step 6
Types of custom fields are:
-Free format text descriptions.
-Numeric.
-Checkbox (e.g. yes/no).
-Date.
-Select List (e.g. select from a picklist of attributes).
Step 7
The new Customer Type custom field is added.
You can view, filter, sort and report, update and manage your custom fields under Settings > Custom Fields.
Step 8
Back in our US Customer record, we can see our new custom field is now ready for action. Let’s edit and update it for our US Customer record.
Step 9
Our new custom field is immediately available for data entry, import, reporting and analysis.
Let’s update it.
Step 10
Custom fields will appear on the applicable object details screen.
Step 11
Would you like to explore SoftLedger and work with your own custom fields?
Get started! We’ll give you an initial overview and introductory guidance on how SoftLedger will meet your requirements (and how to optimize a trial period!).