Custom Fields Overview

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A custom field is a field that you can add to the Contract Management database to include and track additional nonstandard information about a project.

You can Add Custom Fields to track certain information, such as information particular to your company that is not part of a standard Contract Management log or document window. For example, you may be managing a project that consists of three phases. To print reports and sort information by phase, you can create a custom field called Phase and add it to the Contract Management module where you need to track the phase. Then you could assign a dictionary to the custom field that distinguishes each phase, such as First, Second, or Third. The Custom Fields Dialog Box displays all custom fields by module.

Dictionaries

You can use the Custom Field dialog box to create a dictionary for custom fields for the following custom field types:

When you add dictionary definitions, users can choose definitions by clicking the Custom Fields tabs on document windows.



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Last Published Wednesday, June 17, 2015