Consultant Template Sample: New Company Name Field

This form demonstrates how to add a new field, "Company Name", to an existing template.

This template is based on the Simple Consulting Invoice Template (c4034).

1. Backup your template.
2. Open the template in Excel.
3. Click the "Design Mode" button on the ribbon.
4. Now click the heading cell of row 11, then choose "Insert". A new row is inserted between the rows that have the text labels "Name" and "Address".
5. Enter the text "Company Name" into cell $I$11.
6. Click the cell next to the label "Name" and then click "Format Painter" on the Excel Home ribbon tab.
7. Click the cell $J$11. This pastes the format into the target cell.
8. Enter the cell name "oknClientCompanyName" for $J$11. To do this, first make sure the $J$11 cell is selected, then click the name box on the formula bar, and then enter the cell name "oknClientCompanyName" (without quotes).
9. Click "Design Mode" again to exit design mode.
10. Click the "Customers" command on the ribbon tab.
11. Click "Custom Fields".
12. Click "Add Field".
13. On the New Custom Field dialog box, define the new field as below:
    • Name: ClientCompanyName
    • Type: Text
    • Size: 100
14. Click "OK" to create this custom field.
15. Now it returns to the "Custom Field Manager" dialog box.
16. From the "Database Table" drop-down list, choose "Invoice Header".
17. Click "Add Field".
18. On the New Custom Field dialog box, define the exact same field:
    • Name: ClientCompanyName
    • Type: Text
    • Size: 100
19. Close the dialog boxes and return to the Excel sheet.
20. Save your template.