The ability to create Custom Fields is a powerful feature that is available for several entities in CloudBridal. By creating custom fields, you can track data points that CloudBridal does not offer out of the box. Rather than using something like a Notes field to type out some of this data, it is better to be consistent by using custom fields instead. Custom fields are currently available for the following entities:
These entities all share the same way of creating and managing custom fields. To get started, you will need to go to the Settings page for the entity that you wish to create custom fields for, and then enable the Use Custom Fields checkbox. When you do so, you will see a green button labeled Add Custom Field:
Clicking this button brings up a dialog box with the following settings:
After creating a custom field, it will populate in the table of custom fields. If you have multiple custom fields, you can set their display order within this table by dragging the field’s row into the desired position.
If you select the Dropdown display mode for a custom field, you will see a section appear at the bottom of the form to manage your values.
This section allows you to set your field values, delete them, and change the order that they will display. So for example, a Currency custom field with the dropdown values $100 and $250 set will render like this: