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Adding Custom Sections

It is possible to add a number of related Custom Fields to a Document.

You can add a whole Custom Section for these fields, and give the section a title if needed. Then add the Custom Fields to the new Section.

As an example below –  a new section to the Lead Document will be added – a section in the Header with the title ‘Exhibitions’ but will include Fields for ‘Exhibition name’ and ‘Brochure Sent’.

Prerequisites


Customisation

How to Add a Header Section

  1. From the Explorer click SetupConfiguration.
  2. From the pane on the right, select the green ‘Lead‘.
  3. The document titled ‘Lead Configuration’ will open.
  4. From the Action bar click ‘Customise Fields‘.
  5. The Lead Document in Customization Mode will open.
  6. From the Edit Sections drop-down menu click ‘Add Header Section (2 Columns)‘. Other options include: ‘Add Section (1 column)’ / ‘Add Section (2 column)’ / ‘Add Section (3 column)’ / ‘Move Section Up’ / ‘Move Section Down’ / ‘Add Header Section (1 column)’/ ‘Add Header Section (3 columns)’ and ‘Delete Section’.
  7. A new Header Section will be added to the Lead Customization screen, as shown below:

Adding a Custom Section

Adding a Custom Section

  1. Entering the Section title in the new header section. It can be left empty – the Section will have no title and no title bar, otherwise it will be given the specified title. For our example, we created an ‘Exhibitions’ section (see below).
  2. Click outside the input field to refresh the page to show the updated section and title.
  3. To add Custom fields click on the edit pencil icon (as shown below) to add the fields. More fields can also be added to each column if required (see Customisation).  For our example a text field and a checkbox field were added.

Adding Fields to a Custom Section

Adding Fields to a Custom Section

Next time a new Lead is created, the new Header Section will appear in the appropriate place (see below).

Custom Section included in new Lead

Custom Section included in new Lead

How to move a Section

  1. To move a Section down, first select it by clicking on the radio button in the title bar.
  2. The radio button will change color, indicating that the section has been selected.
  3. From the ‘Edit Section‘ drop-down menu click ‘Move Section Down‘.
  4. The section will be moved down accordingly – one section at a time.
  5. Repeat the process as necessary until the section is in the correct place.

How to add a Section to a Tab

  1. From the Explorer click SetupConfiguration.
  2. From the pane on the right, select the green ‘Lead‘.
  3. The document titled ‘Lead Configuration’ will open.
  4. From the Action bar click ‘Customise Fields‘.
  5. The Lead Document in Customization Mode will open.
  6. Select the Tab where you wish to add the new Section to.
  7. From the Edit Sections drop-down menu click ‘Add Section (2 Columns)‘.
  8. A new Section will be added to the Lead Customization screen.

How to delete a Custom Section

  1. To delete a custom section, first select it by clicking on the radio button in the title bar.
  2. The radio button will change color, indicating that the section has been selected.
  3. From the ‘Edit Section‘ drop-down menu click ‘Delete Section‘.
  4. Click Confirm when prompted.

NOTE:
If you delete a Custom Section that has previously been populated with data, the associated data will be permanently lost on deletion.

Also Read About


Customisation
Adding Custom Tabs
Importing Data