Help and Support » Guides » Settings & Configuration Guide » Modules » Retainers » Custom Fields for Retainers

The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.

Custom Fields for your Retainers Module

Shape Accelo to match just what your business needs. Track key details, pick from lists of options to make reporting easier, and rid yourself of tracking details on spreadsheets by using our custom fields and custom profile fields.

Using this guides, you can:


Should I use a Custom Profile Field or a Custom Field?

Custom Profile Fields can be made available across many Module types, ie - Sales Types, Project Types, Ticket/Issue Types, etc. Profile Fields allow you to configure customized fields which apply to all records within that module, not just one of them.

  • So, for instance, if you have information you wish to populate across all modules (unified) such as certain services being offered, or client business hours, you would use the custom profile fields feature. 

Custom Fields only apply to a specific type of project, ticket, sale, or retainer.

  • So, for instance, if you have a field which only needs to be recorded during a *certain* Sales Process, you should use the custom fields feature, found under that module's Progressions page.

To see more information on either, we have a dedicated page which will give you more information and go into greater detail.

Schedule a Live Demo
Tailored to your business All questions answered
Request a Time
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue