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)

Field Reordering

You can reorder the fields by dragging and dropping them into the desired position: 

The fields will be shown on the contract as configured:

Reporting

All contract and billing grids can be filtered and sorted by organizational unit for reporting purposes.

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