Custom construction fields, tables and imports

Every builder tracks something the standard record does not hold, and that detail usually ends up in a spreadsheet nobody else can find. Under Settings and Custom data, administrators and managers extend the standard models without writing code: an extra field on the project file, a small table for a list the software does not carry, or an import that brings the existing contact list in. The side file becomes unnecessary.

A custom field is typed from the start: single or multi-line text, number, currency, percent, date, date and time, email, phone, URL, yes or no, single choice and multiple choice. Data type, required status, active status and the option values stay editable afterwards, and the field shows up in the detail files of projects, leads, customers, subcontractors, service requests and equipment. A custom table adds a name, a description and typed columns that server-side validation enforces on every entry.

Imports feed the same structures. The reader takes CSV, TXT or XLSX, shows a preview and lets you map columns onto name, email, phone and address; contacts already known by email are updated instead of duplicated, and new rows receive their own customer number. Customer, project, employee and subcontractor stay fixed relations rather than configurable fields, so the links between records survive every change to the model. Only administrators and managers may change it.