John Ffooks, Director, John W Ffooks & Co / Law practice
It’s easy - no credit cards, no contracts.
Good question! There is no limit to how many custom fields you can create in WorkflowMax so make your database as detailed as you need!
Sure you can! All you need to do is click into the custom field you want to edit, change the desired information and click “edit and save”. Editing custom fields will not remove the information stored against that custom field.
Unfortunately it is not possible to mark a custom field as compulsory in WorkflowMax, but you can use “*” in the headings to denote to staff it must be filled out.
Currently in WorkflowMax you can’t do this – you will need to delete the field and re-create the new custom field with the preferred field type and manually update the custom field.