Contracts - Additional Fields

 

If you require any further additional information while entering the contract details apart from the pre-set fields, you can configure them under Contract - Additional Fields. You can add text fields, numeric fields and date type fields in the form.

 

To add additional fields,

1. Click the Admin tab in the header pane to open the configuration wizard page.

2. Click Contract - Additional Field icon under Contracts block. The Contract - Additional Fields page opens where you can add up to 12 text fields, four numeric and date/time fields.

 

Configuring Additional Text fields

1. By default, the Text tab is selected. Specify the Label for the Additional field.

2. Specify any relevant information about the additional field in the Description text field.

3. Select the Type of the text field by enabling the radio button. It can be either Single- Line, Multi � Line or Pick List (drop down list).

4. You can also specify default values to be pre-filled in the contracts form.  

5. Save the settings.

Configuring Additional Numeric fields

1. Click the Numeric tab.

2. Specify the Label for the additional field.

3. Specify any relevant information about the additional fields in the Description text field.

4. Save the settings.

Configuring Additional Date/Time fields                  

1. Click the Date/Time tab.

2. Specify the Label for the additional field.

3. Specify any relevant information about the additional fields in the Description text fields.

4. Click Save to save the setting.