Customize which information you wish to track within a specific Sale, Project, or Ticket within your Accelo account by creating Custom Fields. Track relevant data needed to complete the work, pick from a lists of options to make reporting easier or sort information easily to assign and complete work. Our custom fields let you shape Accelo to match just what your business needs.
Using this guide, you can:
Custom fields are user-defined fields and are part of the custom object or standard object definition. Capture your unique business data by storing it in custom fields. When you create a custom field, you configure where you want it to appear and optionally control export and security options at the field level.
Custom Profile Fields can be made available across many Module types, ie - across all of your 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 a singular .
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.
Alternatively, Custom Fields only apply to one 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.
Custom Fields are another important part of the business process tools provided by Accelo. They are similar to Custom Profiles Fields in that they are very configurable but they only apply to a specific Type. Custom Fields allow you to define more fields, on a type by type basis, for sales, projects, issues and more in Accelo.
For example, we can assume that every project has a Title, Manager, Status and a few date fields - like commenced and due. Therefore, these are fields that we include on every project. Beyond that, it's up to you to define the fields you need to keep track of your work.
To create a new Custom Field: