Field Customization

CommitCRM is very flexible. You can customize reports, rename field labels, create new tabs and new data fields, and manage values for drop-down lists, etc.

Customizing Existing Fields

Fields in CommitCRM can be customized when needed. You should modify the default settings only when required; the system defaults are usually sufficient.

Fields in CommitCRM can be customized with the following settings:

• The Name of the fields as displayed throughout the system where a field name is displayed
• The field Label and Hint
• The field title on data grids/tables – Column Title
• The default value for new records
• The drop-down list that will be displayed for drop-down selection list fields
• Enabling the field to be updated in batch update (Accounts fields only)
• Enabling lists to be sorted by this field

To modify the field settings, log in to CommitCRM as a user with full privileges, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.

Managing drop-down list values
You can also manage values for drop down lists throughout the system. For example, you can add values to the Ticket Types (e.g. Hardware, Installation, Software etc.). To add or modify values in the list, select [edit list...] from the drop down list.

There are pre-defined fields labeled Field (e.g. Field1, Field2) which can be customized as you see fit (you can also rename their label to your needs). For example, you can use Charge Field1, modify its label to "Status", and edit the values list to include possible values for the Status of a Charge.

Adding New Tabs and Fields to the Display

You can add new fields by going to each window, and under the window's menu, go to Tools > Tab Management (e.g. Accounts > Tools > Tab Management).

File:Commit setup guide tab management menu.zoom61.png

Create a new tab in the Tab Management window. You can also rename user-defined tab by selecting the relevant tab and clicking the Tab Properties icon. You can manage which tabs are displayed for the entity using the Tools > Tab Management window. Please note that the 'General' tab cannot be removed from the display.

File:Commit setup guide tab management window.gif

Then you can go to Tools > Field Management to create new fields for your new tab. You can also use existing system fields which will be displayed in the user-defined tab.

File:Commit setup guide field new window.gif

You can create as many new tabs as needed and create as many new fields as needed. You can also design the layout of the tab page as best suits your needs.

In any case, it is always recommended to backup your CommitCRM installation before performing any customization!