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How do I add a Custom Field to Sales?

To add a Custom Field to Sales, tap Manage, then tap Custom Fields

Tap on the green + icon and complete the New Custom Field box:

NameEnter the label for the Custom Field
CodeEnter an internal code, which will appear in two places:  
- on a CSV file when this data is exported  
- in an email template  
Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts
Object TypeSelect an Object Type from the Object Type drop-down list. The Object Type is the object that the Custom Field relates to. It will be pre-selected as Customer, but to change, select Sale from the list of options
Data TypeSelect the data type for the field from the following options: 
- Text 
- Long Text 
- Yes/No 
- Multiple Values
- Number 
- Date
HistorySlide the enable button to the right to record all changes made to the value entered in this Field
Customer VisibleSelect this checkbox for this Field to be visible to the Customer (Not applicable to all Model Types)
Customer EditableSelect this checkbox for this Field to be editable by the Customer (Not applicable to all Model Types)
HistorySelect this checkbox to record all changed made to the value entered in this Field
Default Enter a value that you would like this Field to be pre-filled with or leave this section blank
Multi ValuesIf you have selected 'Multiple' in the Data Type, enter the value selections in the Values Field.  These values need to be entered in a list, one beneath the other. Example: Beginner Intermediate Advanced


The Custom Field will appear within a Sale:

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