Watch the below video to see how Custom Fields work:

Navigation: Admin >> Custom Fields >> Add Custom Field

Description: Add a new custom field under your account.

 

The following fields are present in the Add Custom Field page.

 

Category

Select the Category where the custom field will be located. You can choose from:

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


Field Name

Type the name of the custom field.


Required Field?

Select if the custom field is a required field. If you select Yes, then this field must contain a value when form is submitted. If you select No, you can leave the field value empty when adding the category.


Field Type

Select the type of custom field. You can choose from:

  • Text Field
    - Description: If you need to type text into a field
    - Allowed Values: Any value

  • Date Field
    - Description: This will allow you to select a date from the calendar
    - Allowed Values: Only dates allowed.

  • Number Field
    - Description: If you want to restrict numbers only in a field
    - Allowed Values: Only numbers allowed such as 2 or 3493. Decimals are not allowed

  • Decimal Field
    - Description: If you want to restrict decimals only in a field
    - Allowed Values: Only numbers or decimals allowed such as 3 or 3.43

  • Link Field
    - Description: If you want to link to another website. For example if you enter www.google.com, it show as www.google.com. This is useful for linking to documents stored on other websites.
    - Allowed Values: Any website link

  • Text Area
    - Description: Useful for typing a large amount of text such as description or comments
    - Allowed Values: Any value

  • Dropdown Box
    - Description: This will allow you to select options from a dropdown box.
    - Allowed Values: Only options in the dropdown box can be selected