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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

  5. Reorder custom fields using drag & drop
  6. Control the display order of custom fields on client profiles

Once created, custom fields appear:
on the Client profile view
in client edit forms
consistently across all modules that display client details

Custom Fields List

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

  1. Field name – The label shown to users on client profiles
  2. Type – The input type used to capture data:
    Input – Free-text field
    Select – Single-choice dropdown
    Multi-select – Multiple-choice selector
  3. Options – For Select and Multi-select fields, the list of available values
  4. Actions
    ✏️ Edit – Modify the field configuration
    🗑️ Delete – Remove the custom field
Display behavior
Field Label is shown exactly as entered (including capitalization).
Field Name does not affect how values are displayed to users.
Field order in the list defines the order shown on client profiles.
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 – Internal field name.
    Used as the base identifier and for auto-generating the Label.
    Type – Choose one of:
    Input
    Select
    Multi-select
  3. If Select or Multi-select is chosen, define the allowed options.
    Label – User-facing label shown on client profiles.
    Auto-filled from Name but can be edited manually.
  4. Click Save to apply the changes.

Validation rules
Name is mandatory.
Label is mandatory (auto-filled if not edited).
Type is mandatory.
Select and Multi-select fields require at least one option.
Fields cannot be saved if required values are missing.

The new field becomes immediately available on client profiles.

Add client custom field drawer

When creating a custom field, the following properties are required:
Name – Internal field name.
Label – User-facing label shown on client profiles.
Type – Defines how the field is filled:
Input (free text / number)
Select (single choice)
Multi-select (multiple choices)

For Select and Multi-select, at least one option must be defined before saving.

Add client custom field drawer

When creating a custom field, the following properties are required:

  1. Name – Internal field name.
    Used as the base identifier and for auto-generating the Label.

  2. Label – User-facing label shown on client profiles.
    Auto-filled from Name but can be edited manually.

  3. Type – Defines how the field is filled:

    Input (free text / number)

    Select (single choice)

    Multi-select (multiple choices)

For Select and Multi-select, at least one option must be defined before saving.

Validation rules

  1. Name and Type are mandatory.

  2. Label is mandatory (auto-filled if not edited).

  3. Select and Multi-select fields require at least one option.

  4. Fields cannot be saved if required values are missing.


Editing or Deleting Fields

Edit – Click the pencil icon to update the field name, type, or options.
Changes made during editing are applied immediately after saving.
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.

Ordering custom fields

Custom fields can be reordered using drag & drop in the list.
The defined order controls how fields appear on client profiles and edit forms.

 

 

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