Custom fields

Custom Fields Guide: ERPGO, AccountGo, and Support Ticket

Managing custom fields is crucial for tailoring information presentation in modules like invoices, products, proposals, accounts, bills, customers, and more. Here’s a guide on how to add, edit, and delete custom fields in various modules for ERPGO, AccountGo, and Support Ticket.

ERPGO:

Modules with Custom Fields:

• User, Customer, Vendor, Product, Proposal, Invoice, Bill, Account.

Steps to Add/Edit/Delete Custom Fields:

• Login to the Company ID.
• On the left navigation bar, click on “Accounting System” and select “Accounting Setup.”
• Click on “Custom Field” to add new fields, edit existing ones, or delete unnecessary ones.

ERPGO (Alternative Method):

Modules with Custom Fields:

• Deal, Client, Product, User.

Steps to Add/Edit/Delete Custom Fields:

• Log in to the Admin account.
• On the left navigation bar, click on “Setup” and select “Custom Field.”
• Add, edit, or delete fields as needed.

AccountGo:

Modules with Custom Fields:

• Account, Bill, Customer, Invoice, Product, Proposal, Retainer, User, Vendor.

Steps to Add/Edit/Delete Custom Fields:

• Log in to the Admin account.
• On the left navigation bar, click on “Constants” and select “Custom Field.”
• Add, edit, or delete fields as needed.

Support Ticket:

Modules with Custom Fields:

• Account, Bill, Customer.

Steps to Add/Edit/Delete Custom Fields:

• Log in to the Admin account.
• On the left navigation bar, click on “Settings” and select “Tickets Field Settings.”
• Add, edit, or delete fields as needed.

General Steps for Custom Field Management:

• For each system, access the specific setup or constants section.
• Navigate to Custom Field settings.
• Add new fields by providing the necessary details.
• Edit existing fields for updates.
• Delete fields not required.

By following these steps, you can tailor the modules to include the necessary information fields, ensuring a customized and efficient data management system.