Guide
Custom fields
Create and track custom properties
Overview
Custom fields let you track additional properties for clients. After you create a custom field, it is available for all clients. Custom fields are visible on the Clients page and the Client details page.
Types of custom fields
Type | Usage |
|---|---|
Phone number | A field for entering and storing valid phone numbers in a standardized format. |
A field designed for capturing and validating email addresses. | |
URL | A field for web links that are automatically verified for format. |
Text | A generic field for entering alphanumeric characters, commonly used for names or short descriptions. |
Number | A numerical input field that supports integers and decimals, ideal for quantities or monetary values. |
Address | A field for physical addresses, often segmented into components like street, city, and zip. |
Tags | A field that enables categorization through single or multiple keyword entries that can be filtered or sorted. |
Create a custom field
Click on any client on the Clients page.
On the Client Details page, click on Add a property.
Select the type of custom field you want to create. After that, keep the default name or select a new name. This custom field is now available for all clients.
Update custom field values
After you create a custom field it is available for all clients but the value of the custom field can be different for each client. For example, if you create a Phone number custom field, each client can have their own phone number.
There are two ways to update custom field values
You can navigate to the Client Details page by clicking on a client on the Clients page, and then update custom field values for a particular client in the right-sidebar.
You can edit custom field values directly on the Clients page. This path is convenient if you want to update custom fields for many clients.