The custom field dashboard lets you manage your library of custom fields.  Custom fields allow you to extend WorkGuru to capture data specific to your workflow.

Functions available on the dashboard are:

  • Category - Select the type of transaction the custom field is assigned to.
  • Search - Search the category custom field name or description.
  • Actions menu
  • Order - Use the arrow icon to change the order of the custom field in the list and how it appears on the transaction. 
  • Edit - Edit the custom fields
  • Delete - Delete the custom fields