Main fields: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
Main fields are a type of [[Custom fields | custom field]], along with task, contact, and project fields. They are used to store information that you're planning on using at the account level, such as document templates. | Main fields are a type of [[Custom fields | custom field]], along with [[Custom task fields | task]], [[Custom contact fields | contact]], and [[Custom project fields | project]] fields. They are used to store information that you're planning on using at the account level, such as [[document templates]]. | ||
Revision as of 06:09, 27 February 2021
Main fields are a type of custom field, along with task, contact, and project fields. They are used to store information that you're planning on using at the account level, such as document templates.
Main fields can be created and populated in Account management / Custom fields / Main fields:
<screenshot>