Custom fields are a powerful way of making your Synergist implementation a perfect fit for your business requirements. Read this article for information on set up and maintenance.
Any filter screen with an option to filter by Job/Phase will support filtering the selection by values in your custom field data:
Expanding the Job & Phase section will allow you to filter the data selected by custom field values:
These will either be under the heading Custom Fields, or if you have defined your custom fields into groups, the group headings will be used, as they are here (Admin & Repro):
All standard reports and exports all support filtering the selection of data by custom field values, with the following exceptions:
- Targets vs Invoicing
- Purchase Invoices - PIR
- Staff Utilization
- Missing Timesheets
- Draft Invoice Approval
- Client Pricing
- Last Timesheet Entered
- Client Investment
- Departmental Costing