FAQs in this section

How can I categorize expenses and display the updated totals on the Project page when new expenses are added?

To store and categorize project-related expenses, you can customize the Projects module. Follow these steps to create a custom block within the Projects module to store various expenses:

Log in to your CRM account.
Click the User Menu in the top right corner of the screen.
Select Settings to navigate to the Settings page.
Under Module Management, click Module Layouts & Fields.
Go to the Detail View Layout tab.
From the Select Module dropdown, choose the Projects module.
Click the +Add Block button.
Enter a name for the block (for example, Project Expenses).
Select where you want the new block to appear in relation to existing blocks.
Click Save.

Follow these steps to create custom fields in the Block:

Within the same Detail View Layout, locate the newly created block.
Click the +Add Custom Field button within the block.
Choose a field type appropriate for the data you wish to store (e.g., Currency for expenses, Text for notes).
Enter a name for the field under Label Name(e.g., Fuel, lodging etc.)
Optionally, set a default value.
Configure field properties as needed:
1. Mandatory Field: Requires a value when creating or editing a record.
2. Quick Create: Makes the field available in Quick Create.
3. Key Field View: Displays the field in the Summary View.
4. Header View: Shows the field in the Header section.
5. Mass Edit: Allows batch updates for the field.
Click Save after setting up each field.

Following these steps will enable you to effectively organize and manage expense details associated with Projects.