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Custom fields

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Projetex supports database structure customization in the form of adding custom fields to certain tables in database. Custom fields can be added with the help of Custom Fields section of Advanced Settings window.

_bm3 Note: You can create custom groups of fields as well and variables for displaying custom fields value in your .rtf templates.

To open Custom Fields tab click Custom Fields in the left part of Projetex Server Corporate Settings window.

When creating a new custom field, you will need to specify a group of fields to which the newly created field belongs. So if you want it to be other than default Common group, create custom Group of fields first.

Custom fields can contain the following data  :

1. Clients:

Main tab of Client window (client profile)
Quotes to Clients
Client Jobs
Invoices

2. Projects (Main tab of Project window only).

3. Corporate Team:

Main tab of Corporate Expert window (expert's profile)
Corporate Jobs
Corporate Expenses
JAs

4. Freelancers:

Main tab of Freelancer window (freelancer's profile)
Freelancer Quotes
Freelance Jobs
POs