Project Custom 1 & 2

Pop Up List: Project Custom Fields

Each Project has two customizable drop-down fields to track information that iPoint might not have a preset field for. There is a Project Custom 1 and Project Custom 2 field available. Since both custom fields work the same way, we are documenting both on this page. But there are indeed two Pop Up Lists to customize.

Set Up

1. To add a new item, click in the first empty Item Name field and type in the text you want.
2. Editing a Custom Item is accomplished by clicking in the item you want to edit and changing the displayed text.
3. Sort the Custom Items by placing a number in the Sort Order field. Items are listed in numerical order.
4. Delete a specific item by clicking on the blue Delete Item button.
5. Name the Custom fields to something meaningful by going to Settings > Module Settings > Projects.

Pop Up List: Project Custom Fields Example

Use

• The Project Custom data is entered on the Project. Click the respective field and choose the drop-down option that was entered above.
• In the Project module the list of projects can be sorted by either of the Custom fields by clicking the Sort dropdown and selecting the Custom Option.
• iPoint can send a notification to specific users based on a specific Custom Item: setup in Settings > Notification Builder

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