How to Create Custom Fields and Add to Template

Updated April 29, 2022

Management > Site Setup > Web Site Setup > Site Customization > Custom Fields

OR

Person Icon in Upper Right > Website Setup. 

• Add Custom Field > Select Production > Name the Custom Field > Choose Input Type > Choose Data Type
• Set any restriction for the view, edit, and products

Management > Site Setup > Web Site Setup > Proposal Templates/Invoice Templates

• Select Template
• Select Line Items Block

• Edit Print or Digital Line Item Block

• Select Custom Field “PO Number” in the Custom Fields List
• Drag the Custom Field to the “Display Fields” Column

• • You can drag the custom field up & down to place it in the order you choose.

• Select any of the options for the field

• During the ad order process, add information in the Custom Field > finish proposal/contract and invoice if custom field is added to invoice template

• View proposal template/invoice template