Manage fields
The Customer Fields page allows administrators to define custom data fields for customer records. These fields help collect, structure, and categorize client information in a way that supports your specific business needs.
Overview
This page lists all custom fields created for customer profiles. Each field entry includes:
Field Name – The label shown on the customer record.
Type – The kind of data the field accepts (e.g., Single choice, Number).
Options – For choice fields, a list of selectable values.
These fields appear in the customer profile interface for data entry and search/filtering.
Field Types
You may encounter or create fields using the following types:
Single Choice – Allows users to select one value from a predefined list (e.g., Blue, Green).
Number – Accepts only numeric input.
(Additional types such as Text, Date, Multi-Choice may be available depending on your system setup.)
Managing Fields
Create a New Field
Click the New button in the top-right corner.
Enter the field name.
Select a data type (e.g., Single choice, Number).
Add options if required (for choice fields).
Save your changes.
Edit an Existing Field
Click the Edit button next to the field you want to modify.
Update the label, type, or options as needed.
Save changes.
Note: Editing a field may affect how existing customer data is stored or displayed. Use caution when changing field types or option values.
Best Practices
Use descriptive field names to ensure clarity for users filling out customer records.
Avoid duplicating existing fields by reviewing what’s already created.
For reporting or filtering, prefer structured types (choice fields, numbers) over free-text fields.
Keep options concise and consistent in naming.
Add a New Customer Field
This interface allows administrators or users with the appropriate permissions to create custom fields for capturing additional information related to tasks, assignments, staff, customers, or contacts.
These fields help tailor the system to match your business or operational needs.
Form Fields and Options
Label
Enter the name of the new field. This label will be shown wherever the field appears (e.g., in forms or reports). Example: “Account Type” or “Preferred Contact Method”
Description
An optional field to explain the purpose or usage of the custom field. This helps other users understand how the field should be used.
Select a Field Type
Choose the format for how data will be collected. Available field types:
Text: Free-form short text entry
Textbox: Larger free-form multi-line text
Number: Accepts only numeric values
Date: Allows users to select a date from a calendar
Multiple Choice: Select one or more options from a predefined list
Single Choice: Select only one option from a predefined list
Yes/No: Binary toggle
User Select: Choose a user from the system (e.g., for assigning responsibility)
Configuration Settings
Is Default: When enabled, this field will automatically appear in the selected areas for all relevant records.
Is Required: When enabled, users must fill in this field before saving the related form.
You can toggle each option on or off using the switches.
Where Should the Field Be Available?
Select where this field should be used. You may choose more than one:
Task
Assignment
Staff
Customer
Contact
For example, if the field should only appear on customer records, select Customer.
Saving the Field
Once you’ve completed the form:
Review your settings and selections.
Click Save new customer field to add it to the system.
If you change your mind, click Cancel to discard the field.
Best Practices
Use descriptive and clear labels to ensure usability.
Limit the number of required fields to prevent user friction.
Use consistent naming for related fields (e.g., “Start Date”, “End Date”).
Consider whether the field should apply to multiple entities (e.g., both Customer and Contact).
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