Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The Custom field is a customizable pull-down field in orders.

It can be found on the “Order info” page (fig 2) and on the Orders page (fig 3).The custom field is available on the following pages:

  • Sales dashboard > Orders page/Tasks page

  • My Tasks page/Pool tasks page/Tasks completed page

  • Monthly/Resource report pages

  • Invoice summary page

  • Task price report page

This field can be used to enter any value that is not currently available in OOONA manager.

...

Setting up the Custom field

Start by setting the required values for the Custom field’s pull-down menu.

Activation

First, you must activate the Custom field functionality in the system.

From: Administrator > Web administrator > Configuration > Settings > System preferences section > Show custom fields switch

...

Adding preset values to the Custom field’s pull-down menu

...

Enter the required value in the “Description” field and click the green V to save:

...

Repeat the process to enter all required values:

...

Changing the

...

Custom field’s name across the system

Now that all the values are set, the next step is to change the name of the Custom field. Currently, on all pages, it’s still named Custom field and we want to change it to “Network”:

...

Log out of the system to implement the changes (fig 6)

...

Info

Please note that, once changed, all instances of the name in the system will reflect the change, including the name of the menu item under Administrator.