Wordbee allows you to customize different areas within the platform by using custom fields. These help you by adding extra information to orders, projects, jobs, companies, segments, invoices, and more to match your needs and personalize your environment to your needs. Custom fields are not limited to text; they can include images, input fields, hyperlinks, text input, pick-lists, etc. You can also control which fields are visible/editable for external users or internal users. Once custom fields are created, their related placeholders will be available for other system customization like invoice layout, reports and email notifications.
by Theo Black | Sep 1, 2020