Adding new fields to the customer card expands your system’s capabilities — helping you store important information or monitor team activity more efficiently.
You can tailor the fields to better fit your business needs and even store specific data for integration with external systems via API.
How to Add Fields
To create a new field, go to Settings → Advanced → Custom Fields tab.
Click Add Field and fill in the following:
- Title – this is what you’ll see in the customer’s profile;
- Type – pick from the list:
Text – for short notes;
Select – choose from options;
Textarea – for more detailed info;
Link – for URLs;
Integer– integers only;
Float – supports fractions;
Date – set date;
Datetime – set date and exact time;
Toggle – a Yes/No switch (defaults to No). - Entity – select Clients;
- Required – turn on if this field must be filled in at certain statuses. Then, check the statuses where this rule applies.
Creating Fields with Dropdown Options
If you select the List type, you can also enable the Multi-select toggle to allow selecting multiple values within the field.
Then, go to the Options tab and add all the values that should be available in this dropdown list.
When everything is set, click Save. The new field will appear in the list and become available in customer profiles.
Managing Custom Fields
In the list of fields, you can:
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Reorder fields – just drag and drop to change their position. This updates their order not only on this list but on the entity as well;
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Filter by entity – quickly see fields related to orders or other entity;
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Edit a field – click the pencil icon under Actions to change the field’s name, required status, or list options;
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Delete a field – click the trash icon to remove it completely.
Where Custom Fields Appear
All created fields show up in the Extra Fields section of the customer profile.
You can fill them out when creating or editing a customer.
They’re also available in Customer filters (except for Link type fields), document templates, our API.
