Controlling Which Custom Fields Are Visible

Learn how to enable or disable custom fields in your project, opportunity, or client settings for better organization. This feature enhances data quality and user experience by allowing businesses to control field visibility. By hiding unnecessary or sensitive fields, organizations can streamline workflows, simplify data entry, and protect sensitive information. It helps improve efficiency, save time, and ensure users focus on relevant data, making the system more tailored to specific needs.

 

 

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.