Your own fields on your other apps

Add fields to customers, invoices, employees, tickets and 17 more screens of your other Ellibo apps; they show in a More details card where people work.

Which screens

Open Build > Built-in screens. You can add fields to: customers, vendors, products, quotes, sales orders, sales invoices, purchase orders, purchase bills, CRM leads, CRM deals, employees, projects, project tasks, Helpdesk tickets, expenses, subscriptions, bookings, field jobs, rental orders, events and Fleet vehicles - for the apps your business uses.

Add fields

Pick a screen and its Fields tab. The kinds of field are the same as in your own apps, except line items and totals of lines. Rules, conditions, defaults and who sees each field work the same way. Card layout groups them into sections.

Where they show

On the record's own page in that app - a customer in Accounting, a ticket in Helpdesk - a More details card shows your fields. The people of that app fill them in there with Edit: they need no Studio role, and people who may only look in that app can only look.

The app's own data is never changed: your fields are kept by Studio beside it.

Lists and export

The screen's Records tab lists its records with your fields, finds them by name, shows only those with values, and exports them as CSV. The API reads and changes them too (/v1/screens).