Show a custom field on client's page

cavetech · March 30, 2023, 3:39pm

Hello,

I have 2 custom fields for my contacts and I need to see it on Client’s page like…

The field has the client’s floor and when I arrive at his building I need to click on “Edit Client” to see the field with the floor.

How can I show the field on the details page?

Regards

hillel · March 30, 2023, 4:53pm

Hi,

We’ll look into adding it.

cavetech · March 31, 2023, 8:56am

@hillel thank you !

Since we are talking about custom fields, I can’t find a way to put a “payment custom field” to show in the invoice, do you know if it’s possible and how?

Regards

hillel · March 31, 2023, 8:57am

I’m not sure if it’s supported, @david can you please advise?

david · March 31, 2023, 11:03pm

@cavetech

You could try using

$payment.custom1
$payment.custom2
$payment.custom3
$payment.custom4

cavetech · April 3, 2023, 6:57am

Thanks…

It works fine !

cavetech · July 26, 2023, 6:59am

Hello there.

I saw (long time) the custom field was add into the client’s page (thanks for that), although it’s not showing in the mobile app (where I need most) and also, I put some information in the “Private Notes” and it shows in the client’s page but just in the computer, not in mobile either.

Can you see if there’s something you can do?