Custom Fields

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

Adding Custom Fields

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!

Consider which fields you want to make mandatory as this will impact every contact record, plan, case or task you work with on the system and be mandatory for all. This can also have an impact on importing data or live data feeds with providers, so make sure when marking a field as required that you are happy this will not cause any issues down the line.

Removing Custom Fields

Here you can see the options to edit or delete a field.

Re-ordering Custom Fields

You can re-order the custom fields by clicking and dragging on the six dots and moving the field to the position you'd like it to be in when displayed on your site.

Updated on: 11/09/2024