Select the display destinations of the field (e.g., table columns, billing data, reports)

This guide explains how to define where the newly created custom field should be displayed within the system (e.g., in summary tables or reports).

Note: The available display options depend on the module to which you are adding the field (e.g., Products, Customers, Billing).

Procedure for Selecting Destinations

1. Access the configuration of the custom field you want to modify.

2. Locate the section labeled Display.

3. Click on the dropdown menu associated with this label (it may show the default text Classic Display).

4. Select one or more destinations from the list. Common options include:

  • Table columns: Select this option to display the data as an additional column in the module's summary tables (Datatable).
  • Billing data: (Typically available for the Customers module) Select this option if the data should appear in the customer's billing information.
  • Reports: (Typically available for the Billing/Sales module) Select this option if the data should be included in generated reports.

5. After selecting the destinations, make sure to save the changes to the field configuration.