Custom Tabs and Fields

In SME 7.1 you have the ability to add custom tabs with custom fields to your records. You can call these fields any name you want and choose between many field types. In the search window you can sort by the custom fields just like all the other fields in SME. You can also apply an access level to each of the fields to restrict user groups from seeing the field.

In 7.1, you will see a tab called Custom Tabs in your Leads, Customer, Maintenance Contracts, Customer Equipment, Service, Install, Invoices, and Users. On this tab, you can add multiple custom tabs containing custom fields as shown in the image above.

View the video below for an overview or read through the guide for more information about setting up custom fields.

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