Watch the below video to see how Custom Fields work:


Navigation: Admin >> Custom Fields

Description: View custom fields added in your account. You can add new custom fields, and edit or delete. These fields can then be used in the following category pages:

  • Add Borrower
  • Add Loan
  • Add Repayment
  • Add Collateral
  • Add Expenses
  • Add Other Income
  • Add Savings Account
  • Add Savings Transaction
  • Add Asset Management
  • Add Guarantor

 

The following fields are present in the Custom Fields page.

 

Add Custom Field

You can add a new custom field by clicking this button.

Name
Name of the custom field.

Category
The page category where the custom field is located.


Required Field
Shows if the custom field is a required field when adding the category. If it is, then you must type a value for the custom field when using it in the category.


Type

The type of custom field. These include:

  • Text Field
    - A normal text field that accepts all inputs.
  • Date Field
    - A date field that will allow you to select a date.
  • Number Field
    - You can only type numbers in this field. Decimals are not allowed.
  • Decimal Field
    - Only numbers or decimals allowed such as 3 or 3.43
  • Link Field
    - You can link to another page. This is useful for linking to documents stored on other websites.
  • Text Area
    - Useful for typing a large amount of text such as description or comments.
  • Dropdown Box
    - You can set various options which can be selected from dropdown box. 


Action
Edit - Edit the custom field
Delete - Delete the custom field. If you delete it, all values associated with the custom field will be deleted.