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Study Notes
- Simplicate offers standard fields that cannot be modified or deleted
- Additional custom fields called "free fields" can be added for relevant information
- Free fields can be of different types such as text, numeric, note, currency, yes/no, selection, date, web address, and links to people, companies, sales, employees, and projects
- Free fields can be created by going to Settings > General > Free fields
- Custom fields can be named, assigned to a specific module, grouped, and set as required, searchable, and filterable
- Free fields in the Projects module can also be used as filter options in the Invoices module
- This allows for easy selection of projects for invoicing based on specific criteria
- Example: a free field for project duration can be created and used to filter projects for invoicing
- Free fields can be added by clicking the green button "+ New" in Simplicate
- Free fields offer flexibility in capturing and organizing data in Simplicate.
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Description
"How well do you know Simplicate's Free Fields? Take this quiz and test your knowledge on how to create and customize custom fields in Simplicate. Learn about the different types of free fields and how they can be used to capture and organize data in the Projects, Sales, Employees, and other modules. Discover how free fields can be set as required, searchable, and filterable, and how they can be used as filter options in the Invoices module. Challenge yourself and see how much
