Received Signed Contract Column in Daybook

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Kate Gogolen

• March 09, 2026 20:14

I'm not sure if this is something I am able to do but I'm looking for a way to add a column in the Daybook view that shows whether we have received a client's signed contract. I'd like to be able to look through the Daybook and quickly recognize whether we have received a signed contract. Is this possible? 

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  Aaron Horn

  • March 10, 2026 14:23

  Hey Kate,

  Element Definition custom fields can be used for this. Go to Main Menu > Projects > Element Definitions > Quotes (or whatever element definitions you want them asscoiated with) > "Custom Fields" tab.  There you can dedicate one of the 10 custom fields for this purpose. Make the Field Type boolean.  Then, you can add that custom field to your calendar.  Note that unpopulated boolean fields default to "No" on the calendar.

  Reply back if you need more specific instructions. Hope that helps.

  Aaron Horn
  Flex Consultant (endorsed by Flex)
  aaronjhorn@gmail.com

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  Kate Gogolen

  • April 29, 2026 15:39

  Hi Aaron, Thank you for response. I'm following on my question from last month. I followed the instructions you provided and when I open a quote and edit the header to click yes I've received the contract it does not show on the calendar. I'm not sure where I did wrong. 

   

  

  

  

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