Add a custom field

You can add the required custom fields. Then place the custom fields on a custom tab, which is covered in the next step.

You can determine the correct authorisation for each tab.

For custom fields for a dossier item type you first have to adjust a setting in the properties of the dossier item.

You add custom fields for a (general) custom file via the General (Profit) product group/function.

You add custom fields for a custom contact file via the Organisation/person product group/function.

Note:

In the case of dossier item types, for custom fields in the Dossier function group, you first have to adjust a setting in the properties of the existing dossier item type.

To add a custom field:

Go to: General / Management / Management tool.
Open the function group to which you want to add a custom field.
Click on: Yes.

In the Management tool, the files of the opened function group are listed on the left. Behind the files you see the Custom fields possible check box. You can only add fields to files for which the Custom fields possible check box is selected. At the top right, the fields and tabs of the selected function group are listed.
Select the file to which you want to add custom fields.
Click on: New. (on the Fields tab).
Select the Field type.
It is crucial to choose the correct field type, because it determines what you can record in the database. For example, for a Y/N field users see a check box that can be set to yes (selected) or no (not selected).
Enter the Label and the Column text. The label is intended for the properties windows, the column text is used for the view. Try to keep the column text short, this improves the clarity of the view.
Note:

The name of a custom field cannot end with a hyphen (dash).
Complete the remaining fields. These are dependent on the Field type selected previously.
Click on: Finish.
Profit immediately restarts the wizard so that you can add the next field. Continue with the next field or click Cancel if you are ready.