How to create custom fields on Quotation?
This article covers the steps for creating a custom field under the entity Quotation.
Prerequisites
- Permissions: Any user with permission to create/edit custom fields.
- Product Plans: Elevate
- Activities to be Completed: None
Steps
1. After logging into kylas, navigate to settings
2. Go to Customizations > Form fields > Quotation > Add field
3. Now select the field type as per your preference, here we are selecting "text Field" and click on Next.
4. Here we are capturing GST as an additional data. You can toggle on filterable and sortable as per your preference. By toggling on filterable, you can filter the field and by toggling on sortable, you can sort data from A-Z in the quotation listing page. Now click on "Submit".
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