Custom Fields System

Extend any module with custom data fields specific to your business needs.

What is the Custom Fields System?

The Custom Fields system lets you add custom data fields to most modules:

• CRM: Contacts, companies, leads
• Finance: Invoices, products
• Projects: Projects, tasks
• Scheduling: Event types, bookings
• And More: Most modules support custom fields

Why Use Custom Fields?

Benefits:

• Industry-Specific: Add fields relevant to your industry
• Complete Data: Capture all information you need
• Better Organization: Filter and sort by custom data
• Flexibility: Adapt system to your business

Creating Custom Fields

Access Custom Fields

1. Go to Settings → Custom Fields
2. Select Module: Choose which module (Contacts, Invoices, etc.)
3. View Fields: See existing custom fields
4. Add Field: Create new field

Field Configuration

Basic Settings:

• Field Name: Label shown in forms
• Field Type: Text, number, date, dropdown, etc.
• Slug: Internal identifier (auto-generated)
• Required: Make field mandatory
• Default Value: Pre-fill value (optional)
• Help Text: Instructions for users

Field Types:

• Text: Single line text
• Textarea: Multi-line text
• Number: Numeric value
• Date: Date picker
• Time: Time picker
• DateTime: Date and time
• Dropdown: Select from options
• Multi-Select: Select multiple options
• Checkbox: Yes/No toggle
• Radio: Single choice from options
• File: Upload attachment
• URL: Website link
• Email: Email address
• Phone: Phone number

Field Options

Dropdown Options

For dropdown/select fields:

1. Select "Dropdown": Choose field type
2. Add Options: Enter option values
3. One Per Line: Each option on new line
4. Save Options: Options saved
5. Used in Forms: Options appear in dropdown

Validation Rules

Add validation:

• Required: Field must be filled
• Min/Max Length: Text length limits
• Min/Max Value: Number range limits
• Pattern: Regex pattern matching
• Unique: Value must be unique

Using Custom Fields

In Forms

Custom fields automatically appear:

• Create Forms: When creating records
• Edit Forms: When editing records
• Organized: Grouped in custom fields section
• Validated: Validation rules enforced

In Lists

Display custom fields:

1. Configure Display: Set which fields to show
2. Add Columns: Add custom field columns
3. Sort/Filter: Sort and filter by custom fields
4. Export: Include in data exports

In Filters

Filter by custom fields:

1. Open Filters: Module filter panel
2. Find Custom Field: Custom field in filter list
3. Set Filter: Choose filter value
4. Apply: Filter results

Field Groups

Organize fields into groups:

1. Create Group: Name the group
2. Assign Fields: Add fields to group
3. Display: Fields grouped in forms
4. Collapsible: Groups can be collapsible

Common Groups:

• "Billing Information"
• "Industry Details"
• "Internal Notes"
• "Custom Data"

Best Practices

1. Plan First: Think about what data you need
2. Use Clear Names: Descriptive field names
3. Group Related: Organize into logical groups
4. Set Defaults: Use default values when helpful
5. Make Required: Mark important fields as required
6. Use Dropdowns: For standardized data
7. Don't Overdo It: Only add fields you'll use
8. Document Fields: Add help text explaining fields

Common Use Cases

Industry-Specific Data

Healthcare:

• Medical License Number
• Specialty
• Insurance Accepted
• Patient Capacity

Real Estate:

• License Number
• MLS ID
• Property Types
• Commission Rate

Legal:

• Bar Number
• Practice Areas
• Court Admissions
• Specializations

Business-Specific Data

Account Information:

• Account Manager
• Account Tier
• Contract Value
• Renewal Date

Internal Tracking:

• Internal Notes
• Priority Level
• Source Code
• Campaign ID

Managing Custom Fields

Editing Fields

1. Go to Settings → Custom Fields
2. Find field
3. Click "Edit"
4. Make changes
5. Save

Note: Changing field type may affect existing data.

Deleting Fields

1. Find field
2. Click "Delete"
3. Confirm deletion
4. Field removed

Warning: Deleting removes all field values. Cannot be recovered.

Reordering Fields

1. Go to custom fields settings
2. Drag fields to reorder
3. Save
4. Order reflects in forms

Field Permissions

Control who can see/edit:

• View: Who can see field
• Edit: Who can edit field
• Required For: Which roles must fill field

Troubleshooting

Custom field not showing?

• Verify field is active
• Check field assigned to correct module
• Refresh page
• Check form view

Can't save custom field value?

• Check validation rules
• Verify data format matches type
• Check required fields
• Try refreshing page

Field type change issues?

• Changing type may lose data
• Backup data before changing
• Test with one record first
• Contact support if needed

For more help, see Common Issues.

Next Steps

• Managing Contacts - Use custom fields in contacts
• Creating Invoices - Use custom fields in invoices
• Creating Projects - Use custom fields in projects

Updated on: 13/03/2026