Contract Custom Fields

Introduction

This article describes how to add custom fields to contracts, making it easier to track important details. It also explains how to set up and manage these fields.

How to Create and Edit Contract Custom fields

Custom fields can be added to contracts, to enrich important reference numbers and other contract specifics typically used by company or system. Custom fields will display on the contract details page, under the profile of the customer.

To begin using Contract Custom Fields, Navigate to Settings - Custom Fields +Add new:

Custom fields can be configured with specific option, including:

1. Add Name of the Custom field.

2. Select Contract from the entity options.

3. Type: choose between Text, Number, Checkbox, Single select drop-down or Multi-select drop-down Checkbox.

4. Choose whether the field is required.
5. Choose whether the field can be updated after creation.
6. Choose which organization the field will be available to.
7. Choose which roles from the list will have access to the field.

This is how the Contract Custom Fields displayed on the Contract page:

The entire block "Additional details" is hidden if no contract templates are defined for the contract under Custom fields.