Custom Fields
September 20, 2019
Why use custom fields? Generate data points Triggers for workflows Qualification questions See ConnectWise University Article for more suggested ideas Plan, test, implement First determine what is the desired result, what area does it apply to? Determine if a Custom Field is available. Navigate to System > Setup Tables > Custom Fields to browse through the available choices. What type of field is needed? – Button: Adds a hyperlink in the Button URL field. There
