Custom Fields Overview


Custom fields can be used to track data for owners and other entities that is not currently accounted for within TOPS [ONE]. This data can be pulled using the Custom Portfolio Report.

These articles will give you the necessary information on how to set up your Custom Fields and how to adjust the settings for that field. 


 Related Links 

How to Create Custom Categories & Fields

How to Restrict Custom Field groups by User Role Security

How to Activate Custom Fields in your Communities

Editing the Contents for a Custom Field

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