Long Text fields can be associated with Clients, Projects, Tasks, People, Division, your Company/Organization, or Time Entries. The long text option provides a free-form Custom Field that supports 4,000 characters. The following image shows how a text field named "State," associated with Time Entries, appears on the Day View page. Text fields can be associated with Clients, Projects, Tasks, People, Division, your Company/Organization, or Time Entries. The text option provides a short, free-form Custom Field that supports up to 50 characters. Each type can be used to track information about Clients, Projects, Tasks, People, Division, your Company/Organization, or Time Entries, based on your unique needs. There are several different types of Custom Fields currently available for use in ClickTime. This data will not be available if you choose to delete the field. Please note: When you delete a Custom Field, you are also deleting all data that was entered within that field. This example shows the "Delete" option for a field called "Location." Pressing "Ok" will result in the removal of the Custom Field from all lists and entry forms. Next, click the Action button in the upper right-hand corner of the page, and select the "Delete" option. To delete a Custom Field, click the edit icon to open its detail page. You cannot change the association of a Custom Field after it has been saved. Please note: ClickTime does not currently support required Custom Fields associated with Time Entry (more information on Custom Field association can be found below).Ĭlick the pencil to the right of any field name on the Custom Fields List page to edit that field.Įdits can include edits to the name, Display Name, and options in a pop-down list. You may define Custom Fields as required fields for all new and existing Clients, Projects, Tasks, People, or Divisions. The option to make a field required is managed from the Custom Fields Detail page. Custom Field order will be alphabetized in both Report Builder, as well as how the Custom Fields display on a Person/Client/Project/Task Details page. The "Custom Field Name" is the internal name and will determine the order the Custom Fields appear. Read on for more information about the different options.
Types and associations cannot be changed once the Custom Field is created. Additionally, each Custom Field needs to be assigned a type and association. Click the "Add Custom Field" button on the Custom Fields List page.īoth the field name (internal name) and display name (which is displayed in ClickTime) are required for each Custom Field. The Custom Fields List page displays all Custom Fields that have been created in an account. Custom Fields can then be included in reports, queries, and exports. Custom Fields are managed from the Custom Fields List page (located under the Company -> Preferences page).Ĭustom Fields can be managed from the Company -> Preferences page by clicking the "Custom Fields" link: Custom Fields can be attached to many data types in ClickTime and allow you to track information that is not part of the standard configuration.
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