How to Manage Custom Fields
Custom fields let you add your own data fields to clients, leads, projects, and other entities: tailoring clientfam to your specific business needs.
Accessing Custom Fields
Navigate to Custom Fields in the sidebar (under Settings or workspace management).
Creating a Custom Field
Click "New Custom Field" and configure:
- Name: The field label (e.g., "Industry", "Contract Type").
- Entity Type: Where the field appears (Clients, Leads, Projects, etc.).
- Field Type: Text, Number, Date, Dropdown, Checkbox, etc.
- Options: For dropdown fields, define the available choices.
- Required: Whether the field must be filled in.
Using Custom Fields
After creating a custom field, it appears on the create/edit forms for the specified entity type. Users can fill in the custom values when creating or editing records.
Managing Custom Fields
- Edit: Rename, change type, or update options.
- Reorder: Change the display order on forms.
- Delete: Remove a custom field (existing data may be lost).
Caution:
Deleting a custom field removes all stored values for that field. Make sure you no longer need the data before deleting.
Tip:
Great for tracking industry-specific data like "Contract Type", "Referral Source", "SLA Level", or any custom categorization your business needs.