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Custom fields are a powerful tool to further tailor the table to your needs. For example, you can add an internal reference field to each proposal to help identify it clearly, or if you're organizing bike routes, a field for the difficulty level. Another field could be “Brand” if it’s necessary to distinguish between proposals from different sources.
When adding a new field, you’ll need to assign it a title and select the most appropriate data type. The available options are:
Text: Ideal for adding descriptions or comments.
Number: Perfect for identifying proposals with a unique code or reference number.
Single select: Useful for categorizing the type of trip, such as "leisure" or "corporate".
Multi-select: Allows you to assign multiple categories or tags to a single proposal.
In this example, we see a custom "status" field with the different stages a quote can go through.
All of these fields will later be available from the filters tab, so we can apply them as needed.
These are also available in the trip overview so that all important information is centralized.