Transactions

Custom Fields let you track additional transaction information beyond the standard fields.

Creating Custom Fields

1. Navigate to Settings
2. Select Custom Fields
3. Choose Transaction as the entity type
4. Click Add Field
5. Enter the field name
6. Save

Field names must be unique and can be up to 100 characters.

Managing Custom Fields

Reordering

Drag and drop to change field display order. The order affects how fields appear in the transaction form.

Visibility Settings

Each custom field has visibility options:

• Visible - Field appears in the transaction form
• Public - Field appears on customer-facing documents

Editing Field Names

1. Click on the field name
2. Enter the new name
3. Save

Existing values are preserved when renaming.

Deleting Fields

1. Click the delete button
2. Confirm deletion

Deleting removes all stored values across all transactions.

Using Custom Fields

Entering Values

1. Open a transaction
2. Navigate to the Custom Fields tab
3. Enter values
4. Save

Example Use Cases

Custom fields are useful for:

• Sales Rep Commission - Track commission rates per deal
• Lead Source - Where the customer came from
• Deal Type - Cash, Finance, Lease
• Warranty Package - Extended warranty details
• Delivery Method - Pickup, Delivery, Ship
• Insurance Provider - Customer's insurance company
• Lien Holder - Bank or financing institution
• Special Conditions - Deal-specific terms

Best Practices

• Use consistent field naming
• Keep names concise but descriptive
• Create fields for data you will track across most transactions
• Periodically review and remove unused fields
• Mark customer-relevant fields as Public for document inclusion

Next Steps