What is a “Custom field”?

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

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.

For example, OOONA manager currently doesn’t have a field to enter the “Network” value in. If the “Network” value is required you can use the Custom field for this purpose.

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Setting up the Custom field

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

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

Go to: Administrator > Tables > Custom field

Click “Add Custom field” (fig 4):

Enter the required value in the “Description” field and click the green ✓ 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”:

To change the Custom field’s name, go to: Administrator > Web administrator > Name conventions > Custom field

Change to the required name. For example, Network (fig 4)

Click Save & Close (fig 5)

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