As You Like It: Custom Fields

In our previous post, we talked about customizing Credenza during set up. Today, I’m going to show you several ways that you can tailor Credenza as you become more familiar with your software.

If you are anything like me, you are always looking for ways to further improve efficiencies, in this case with Credenza. Just when I thought that I had my Credenza Files set up to catalogue all the information I could dream of, a colleague showed me that there was more I could do. So now, I’m going to take my new knowledge and share it with you so you too can take your productivity to the next level!

Different professions often need to track different types of information. With Credenza, you can create custom fields by file type just by clicking on the ‘Custom’ tab right in the File itself. These custom fields help you store all the extra information you want; this customization gives you a great deal of flexibility when working in Outlook.

Here’s a mini how to for creating custom fields. Simply:

• Open the File you want to add custom fields to.
• Click on the ‘Custom’ tab.
• Click on ‘Edit Custom Fields’. This will launch a new window.
• Once the new window is open, click on the ‘New’ tab to reveal a drop down list.
• Select which type of field you would like (text, memo etc.)
• Name the new field.
• Save and close this window. 
• You will now be able to fill out the information you want to add in the main File view.

And remember, customize doesn’t always mean adding. You can simplify as well as supplement. It’s just as easy to hide columns in index list views to present less information.

If you are looking for more ways to customize your Credenza, I suggest you take a few minutes to check out our video tutorials, specifically "Customizing and Set Up" and "Managing Files": http://credenzasoft.com/tutorial.html.