Custom Fields

You can create a new custom field to appear on plans, clients, task & cases.

Go to Settings from the right hand side menu

From here, select Custom Fields




Here you'll see all existing custom fields, including their type and whether or not they are required.

From the top, select Add new field




This brings up the following modal

Decide where this field should appear




Choose the type of field.
Enter in a name for the field.
Decide if this should be a required field.
Enter in help text for the field that will appear below it.
Save when ready!

Removing Custom Fields

Hovering over the three dots next to each custom field brings up the options to edit or delete it.

Updated on: 09/01/2024