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1) Navigate to System across the top toolbar and select Custom Fields Categories.
2) Then, perform either of the following to launch the Custom Fields Categories setup screen:
Click the New icon on the toolbar.
b. Right Click anywhere on the Custom Fields Categories Grid and select New.
3) Give the new Custom Fields Category a name and Save & Close. Web Visibility is only applicable to clients still using CSWeb.
Create a New Custom Field
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Click the New icon on the toolbar.
b. Right Click anywhere on the Custom Fields Grid and select New.
3. The Custom Fields setup screen will launch. Select the Type of Custom Field that is being entered.
Custom Fields Types
Please see below instructions on each Type of Custom Field.
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