Open the menu "Custom Properties" in the "Settings" menu to add, edit and delete custom contract fields.
To add a text field, click on "Add new field", enter the field name and select the field type.
The following field types are supported
- Text (free text entry)
- Dropdown (one entry can be selected out of the configured list)
- Multi-Select Dropdown (several entries can be selected out of the configured list)
- Date (date entry)
- Number (number entry, calculations can be performed for these entries)
You can reorder the fields by dragging and dropping them into the desired position:
The fields will be shown on the contract as configured:
All contract and billing grids can be filtered and sorted by organizational unit for reporting purposes.