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CashCtrl offers a selection of custom fields, which can be added to booking masks or documents. For example, more detailed data can be created in the journal or inventory and for orders and persons.
The different field types can be displayed with variables on documents. Sounds more complicated than it is but opens up individual workflows.
The example shows a delivery note with different dates on which goods were delivered. The data from the custom fields can be further used in the software with variables/placeholders.
Each custom field has a variable ($designation). This can be inserted in a text. This way, adapting text templates are created that refer to invoice items or order info.
This is what it looks like:
Adding, editing or deleting custom fields can be done via Settings Custom fields. In the tabs at the top the possible areas are shown in which the fields can be placed. The fields were created under orders, i.e. the documents with the tab delivery data. Important for later use are the variables, on the far right.
The order of the fields can be adjusted with drag and drop using the mouse.
The previously created custom fields are now visible in the Delivery Data tab and are available for each order document.
In the description text of the positions the variable of the respective delivery date is listed. Automatically now with each created delivery the data will be displayed.
Note: In the description field it has not yet a comfortable dropdown menu to select the placeholders ( it is noted).
The use of custom fields is not limited to positions. They can also be used in the header text or footer text. There with a simple placeholder dropdown menu. Here in expanded form.
Expert users can also use the placeholders in the HTML/CSS code of the document template.
With the custom formula column, the information from custom fields can also be displayed in reports. All available custom fields can be displayed as a separate column via a menu.
Text field, link field for a simple text or a clickable URL.
Text field multiline for multiline, more comprehensive text.
Checkbox checkbox for options, yes/no.
Date field for a selectable date from the calendar.
Selection box with predefined values for precise selection criteria such as a color for a paint job or membership types in a club.
Number field for numbers only
All fields can be configured as "multiple fields", in this case another field will appear after being filled in, and so on.
All custom fields can be displayed in columns in the overview and are completely searchable. Also ingenious - the custom fields can be controlled directly with our API. This offers possibilities that are not necessarily common for a cloud software.
As diverse as business models are, so are the possible applications of custom fields. Below are some examples of how custom fields can be used:
