Zigaflow's custom fields allow you to make the system more bespoke to your needs, using dates, dropdowns, text boxes, etc.

You can add these to the following:

CRM

• Customers
• Contacts
• Suppliers 

Products/Services (Items)

• Items (products/services) - these appear against the items on your quotes, etc.

Orders/Quotes etc.

• 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.

Quotations, Jobs, etc Custom Fields

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}

Item Custom Fields (Products/Services)

The items custom field  should be prefixed with Item:

{ItemMyField}

CRM Custom Fields

Company/Client custom field it should be prefixed with Client:

{ClientMyField}

For contacts it is prefixed with ClientContact:

{ClientContactMyField}

For suppliers it is prefixed by Supplier:

{SupplierMyField}

Date Fields

{MyDate} will show as MM/DD/YY. If you would like to it show as a long date add 'Long' to the PDF tag in the Word document (not in the original tag name). For example with the tag {ReviewDate} it can be added to the template as: 

Which results in: