Custom Fields & Module Setup

Beyond the standard fields on each record, YSUITE lets you extend modules to fit how your business actually works.

Requires admin access.

Custom fields

1. Go to Settings → General → Custom Fields.
2. Click + New Field, choose the module it belongs to and its field type.
3. Set a default value if new records should start pre-filled.
4. For a select field, configure it as a cascading select if one dropdown's options should depend on another.
5. Save — the field appears on the relevant record's form immediately.

Delete a custom field (individually or in bulk) when it's no longer needed.

Module settings

Configure module-level behaviour — which optional features are turned on for a module, and how it behaves by default — under Settings → General → Module Settings.

Document numbering

Set the numbering format for each document type (invoices, estimates, and so on) under Settings → General → Module Numbers, including year and month prefixes. Deal pipeline numbering can be toggled per pipeline level.

Tips

• Scope a custom field to only the modules where it's relevant — a field that shows up everywhere but is only used in one module adds noise to every other form.
• Set your numbering format before you start issuing documents in earnest — changing it later doesn't renumber documents already created.