Overview
Once a custom field has been created, users will see it in the relevant business screen and should treat it as part of the normal record.
Where To Find It
Path: Supported record screens where custom fields appear
Use this guide whenever custom fields are visible on a record and users need to know what they are for and how to fill them in properly.
How It Works
QBM shows the custom fields inside the supported record flow. Users enter the extra information alongside the normal fields, then save the record as usual.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Visible custom fields | These are the user-defined fields that the business has chosen to show on the record. | Use them whenever the extra business information is required. |
| Record-level context | Custom fields belong to the record they appear on. | Use this to avoid entering information that belongs somewhere else. |
| Save behavior | The custom-field values are saved with the rest of the record. | Use it to make sure the extra details are completed before final save. |
Recommended Workflow
- Open the relevant record and look for any custom fields the business has added.
- Enter the extra information carefully, using the field name as your guide.
- If a custom field is unclear, ask the responsible supervisor before guessing.
- Save the record normally once the extra information is complete.
Best Practice
- Treat custom fields as part of the real business record, not as optional notes, unless your company says otherwise.
- Do not make assumptions when a custom field name is unclear.
- Use consistent wording across records so future searching and reporting stay useful.