Counterparty (custom field)

This type of field stores counterparty information.You can create a Counterparty field as a custom field, a directory field, or a data tag field.

Example of a Counterparty field:

Parameters for this type of field in directories:

• Mandatory field — prevents saving the directory entry until this field has a value.
• Show in entry list — allows selecting additional directory field for display.

Parameters for this type of field in data tags:

• Wrap the heading — allows long headers to be wrapped onto a new line.

Helpful:

• You can use filters in custom fields to display only tasks that meet specified conditions in the selection list for the field.

Go To

• Types of custom fields
• Feature Description