Controlling Which Custom Fields Are Visible

Learn how to enable or disable custom fields in your project, opportunity, or client settings for better organization.

 Benefits 

• Improve data quality: Focus on collecting relevant information by hiding unnecessary fields.
• Enhance user experience: Simplify data entry and reduce clutter.
• Increase efficiency: Streamline workflows by displaying only essential fields.
• Protect sensitive information: Secure sensitive data by hiding it from unauthorized users.
• Customize the system: Tailor the software to specific needs and preferences.
• Better organize data: Categorize information effectively by controlling field visibility.
• Save time: Reduce time spent on data entry and analysis by focusing on relevant information.

 

 

Navigate to Projects then go to Policies & Settings and select the Custom Fields under Project. Enable the toggle for status.

 

 

If you are interested in learning more about adding and managing client and project custom fields, simply click on the link provided below to proceed with the process.