Which custom fields work on which template?

Every company has their own processes and ways of working. Teamleader's custom fields offer a way to personalize your account to your liking. Click on the following links to find out more about the general idea of custom fields, the settings and how you can order them.


A positive aspect of custom fields is that you can use them within your templates. Note that not every custom field can be used on every template. Read on to find out which custom fields can be used for which template!


You can set up your own templates under Settings > Document layout. This article will tell you everything you need to know.


General information: How do I add a custom field to a template?

To add a custom field to your template, simply navigate to Settings > Document layout > Set up now. In our example, we then proceed to "Quotations".




Afterwards, you click on the button "View" next to Shortcode list, which gives you a list of all available shortcodes. You will find the default ones like CLIENT_INFO but at the very bottom you will also see a list of shortcodes for your custom fields. The form of them will look something like CUSTOM_FIEDLD_XXXX.




To display the contents of a custom field on a quotation, use the shortcodes listed above between $ signs in your template, wherever you'd like to add this information. An example: $CUSTOM_FIELD_XXXX$. This shortcode will be replaced by the value of your custom field in case it is filled in. If you leave it empty, it will be left blank in your quotation as well. Need more information? Just check out this article.


Notes:

  • Be aware that every shortcode has its own unique code, so check your own list of shortcodes to get the right number.
  • A custom field of the type "multiline text" can never be used in a template.

Quotation template: available custom fields

  • Deals
  • Contacts
  • Companies

Invoice template: available custom fields

  • Deals
  • Projects
  • Invoices
  • Subscriptions
  • Contacts
  • Companies

Timetracking report template: available custom fields

  • None

Order template: available custom fields

  • Order
  • Deals

Order confirmation template: available custom fields

  • Deals
  • Contacts
  • Companies

Delivery note template: available custom fields

  • Deals
  • Contacts
  • Companies

Work order template: available custom fields

  • Work orders
  • Contacts
  • Companies

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