If Zigaflow doesn't have all the fields (i.e. text boxes) you need, you can add your own. You can add these to the following:
- Customers
- Contacts
- Suppliers
- Items (products/services)
- Quotes
- Jobs
- Delivery Notes
- Invoices
- Purchase Orders
Once you have added them to the screens, you need to add them to the PDF templates, if you want them to be pulled through onto your quotes, invoices, etc.
Syntax
If they are added directly to the quote or job, for example, a field with the tag 'MyField' should be referred to in the PDF template as:
{MyField}
If the custom field was added to the Items it should be prefixed with Item:
{ItemMyField}
If the custom field was added to the CRM Company it should be prefixed with Client:
{ClientMyField}
For contacts it is prefixed with ClientContact:
{ClientContactMyField}
For suppliers it is prefixed by Supplier:
{SupplierMyField}