Creating Monetary Custom Fields

Elevate your Aesthetix setup by learning how to create monetary custom fields tailored to your specific needs. This article offers a step-by-step tutorial on configuring custom fields for tracking financial data, managing budgets, or recording transaction details within the platform. Explore best practices for designing effective monetary fields, including formatting tips and data validation techniques. With practical examples and clear instructions, this guide is ideal for users looking to enhance their data management capabilities in Aesthetix and gain better insights into their financial operations.

1. Click on "Settings."

1 Click on the element.

2. Once that's done, click on "Custom Fields".

2 Once that's done, click on "Custom Fields".

3. Following that, click on "Add Field".

3 Following that, click on "Add Field".

4. Next up, click on "Monetary".

4 Next up, click on "Monetary".

5. Review the preview section to ensure the field meets your needs.

5 Click here.

6. If satisfied, click "Next" to proceed.

6 Click on "Next".

7. Enter a name in the "Field Name" section.

7 Click here.

8. Use the drop-down menu to select a "Group."

8 Click on "Select".

9. If needed, add a placeholder by clicking the appropriate option.

9 Once that's done, click here.

10. Another drop-down menu will appear for object selection.

10 Once that's done, click on "Contact".

11. If creating a form or survey, add a prefill value.

11 Click on the element.

12. Click on "Additional Preferences" for further customization.

12 Then, click on "Additional preferences".

13. If you require a unique key, click to customize it.

13 Click on the element.

14. Give your new custom field a description in the provided space.

14 After, click on the element.

15. Finally, click "Save" to confirm your settings.

15 Click on "Save".

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