ACTION
Terminology: customise to suit your current wording
Custom Fields: add if extra data capture is required when creating databases
NOTE
Access: only Company Admins have access as this is in Admin Console
Edit: the information can be revised at any time
How to customise Terminology
Navigate to Languages & Labels
Navigate to the Admin Console and select Languages & Labels from the grey menu bar
Edit Terminology
Search for the word you wish to edit
Type desired terminology in the Modified box and repeat for all uses of the word
Select Publish and repeat process for other terminologies
Index will filter to all examples of the uses of the searched word
How to add Custom Fields
Add Custom Field when creating Company, Contract, Opportunity, Proposal or Project
Navigate to Custom Fields
Navigate to the Admin Console and select Languages & Labels from the grey menu bar
Select Custom Fields from white horizontal submenu
Add Custom Field
Click Add New and enter details
Select Save and repeat process for other Custom Fields
Description: this is the description visible to the User
Type: select as text field, number, date, percentage, dropdown or radio
Module: select where this should appear - Company, Contract, Opportunity, Proposal or Project
Required: select to make this field mandatory, or leave empty if this is optional
Any Custom Field created can be edited, deactivated/reactivated or deleted by selecting the 3 dots at the right of the table
Proteus will not allow Users to deleting a Custom Field that is in use
