How do I add and edit custom fields?
Custom Fields are extra fields that can be set with a custom label so you can track additional information with records in Daylite.
There are 12 extra text fields and 4 extra date fields that you can customize.
To customize Custom Fields
- Choose Daylite > Preferences
- Click Custom Fields
- Select the object you want to set up custom ﬁelds for
- To customize an extra ﬁeld, go to any Extra ﬁeld or Extra Date ﬁeld and enter the name of the ﬁeld you want to include. For example, if you want to include an Extra Date ﬁeld called “Expiry date,” then simply enter Expiry Date in one of the Extra date ﬁelds.
To add an extra ﬁeld in Daylite
Let’s take the example of a project.
- Create a new project.
- From the “add ﬁeld” menu, select the extra ﬁeld you want to include and enter the desired information.
You can use the same method to add custom ﬁelds for people, companies, opportunities, groups, and products/services.
Tip! Want a custom field field to show up by default? Go to Daylite > Preferences > Edit Cards and add the extra field as a main field.