# CRM Settings

##### Companies - Custom Fields

Custom Fields are extra options which are available on the Add Company page

**Reordering**

Once Custom Fields have been added, they can be re-ordered by dragging in the Order column on the left hand side

###### Adding a Custom Field

Click on the **Add** button on the right hand side to add a new Custom Field

- **Name** _Text_
  - The name of the new Status
- **Enabled** _Yes/No_
- **Type** _Dropdown_
  - Text Input
    - A short Text Input box
  - Text Area
    - A large Text Area which allows multi line text content to be submitted
  - Drop Down
    - A drop down which allows users to select from a list of options
    - If adding a Drop Down, you must add Options before Adding the Custom Field
  - Date
    - A text field which has a calendar selection popup
  - Date & Time
    - A text field which has a calendar selection & time selection popup

##### Projects - Custom Fields

Custom Fields are extra options which are available on the Add Projects page

**Reordering**

Once Custom Fields have been added, they can be re-ordered by dragging in the Order column on the left hand side

###### Adding a Custom Field

Click on the **Add** button on the right hand side to add a new Custom Field

##### Project Status

Projects can be categorised by Status e.g. Active, Completed, In Progress

- **Name** _Text_
  - The name of the new Status
- **Colour** _Text_
  - Select a colour to signify this Status. Please ensure this colour has sufficient contrast with the text colour to ensure readability.
- **Type** _Open / Closed_
  - Changes whether this status shows the Project as Open or Closed for filtering

##### Project Categories & Project Second Categories

Project Categories support Account Groups in the Billing Module

Project Second Categories _do not_ support Account Groups in the Billing Module

Click on the link under the **Name** column to edit an existing Category

###### Adding a Category

Click on the **Add** button on the right hand side to add a new Category

- **Name** _Text_
  - The name of the new Category

##### Project Templates

Project Templates are used to automatically create a set of Tickets when a Project is started.

This allows for creation of a set of Tickets that outline tasks to be completed for a project if similar processes are shared between multiple projects.

e.g. Drafting, Scoping, Development, Launching, Production, Maintenance

- **Template Name** _Text_
  - The name of the new Template

###### Template Tickets

To add a new row which represents a new Ticket to be created by this Template, click the " **Add Row**" button towards the right hand side of the page.

- **Priority** _Dropdown_
  - Select the Ticket Priority
- **Status** _Dropdown_
  - Select the Status
- **Subject** _Text_
  - Input the Subject
- **Assigned User** _Dropdown_
  - Select the Assigned User
- **Department** _Text_
  - Select the Department
- **Description** _Text_
  - Input the Description content
- **Delete** _Text_
  - Remove this row from the Template