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.
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