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10. Clients Custom Fields

 The Clients custom fields section allows administrators to define additional, customizable data fields that appear on client profiles across the system. These fields let you extend the standard client model with business-specific attributes without changing core logic.

Custom fields are useful for capturing extra information such as internal classifications, preferences, tags, or any domain-specific data required by your workflows.

This section is located under Settings → Configurations → Clients custom fields.

What You Can Do

  1. Create new custom fields for client profiles

  2. Define how each field is filled in (free text, single choice, or multiple choice)

  3. Edit or remove existing custom fields

  4. Control which custom attributes are available consistently across all clients

Once created, these fields become available wherever client details are displayed or edited.

Custom Fields List

The main table displays all configured client custom fields with the following information:

Field name – The label shown to users on client profiles

Type – The input type used to capture data:
Input – Free-text field
Select – Single-choice dropdown
Multi-select – Multiple-choice selector

Options – For Select and Multi-select fields, the list of available values

Actions
✏️ Edit – Modify the field configuration
🗑️ Delete – Remove the custom field

Adding a Client Custom Field

To create a new custom field:

  1. Click + Add in the top-right corner.

  2. In the Add client custom field panel:

    • Name – Enter the field label as it should appear in the UI.

    • Type – Choose one of:

      • Input

      • Select

      • Multi-select

  3. If Select or Multi-select is chosen, define the allowed options.

  4. Click Save to apply the changes.

The new field becomes immediately available on client profiles.

Editing or Deleting Fields

  • Edit – Click the pencil icon to update the field name, type, or options.

  • Delete – Click the trash icon to permanently remove the field.

⚠️ Deleting a custom field removes it from all client profiles. Existing values stored in that field will no longer be accessible.

Typical Use Cases

  • Tagging clients with internal categories or segments

  • Storing optional profile details not covered by default fields

  • Supporting custom onboarding or compliance workflows

  • Adding CRM flexibility without development changes



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