Manage customizable information fields (clients and files)

  • Ability to add up to 30 fields for clients, projects (files) and 3rd Parties files. Enabling you to better manage information critical to your business needs.
  • Fields can be configured according to a predefined type (Alphanumeric, numeric or Date)
  • Configurable fields will also be available in our document management module. This is for mounting your merge templates with MS Word