Last updated: 17 Jun 20263 min read
Settings — Custom Fields
What This Does
The Custom Fields page is the central place to create and manage all custom fields across the software. Custom fields let you capture additional information beyond the standard fields — for clients, contact persons, or tasks — based on your practice's specific needs.
The Custom Fields List
| Column | Description |
|---|---|
| Field Name | Name of the custom field |
| Description | Optional description of the field |
| Applicable For | Where the field appears — Client, Contact Person, or Task |
| Type | Field type — Short Text, Long Text, Yes/No, or Date |
| Actions | Edit, Mark Inactive, Delete, Activity |
- Search — by Field Name or Field Description
- Show Inactive Custom Fields — checkbox to view deactivated fields
- Paginated — 25 per page
Adding a Custom Field
- Click + Add Custom Field.
- Fill in the form:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Name of the custom field |
| Applicable For | Yes | Clients, Contact Person, or Task |
| Field Type | Yes | Yes/No, Date, Long Text, or Short Text |
| Description | No | Optional notes about the field |
- Click Save.
The field immediately appears in the relevant form — client profile, contact person form, or task — for all records.
Field Types
| Type | Description |
|---|---|
| Short Text | Single line text input |
| Long Text | Multi-line text input |
| Yes/No | Boolean toggle or radio selection |
| Date | Date picker |
Actions
| Action | Description |
|---|---|
| Edit | Modify the field name, type, or description |
| Mark Inactive | Hide the field without deleting it. Can be restored via "Show Inactive Custom Fields". |
| Delete | Permanently remove the field |
| Activity | View the full change history for this field |
Where Custom Fields Appear
Once created, custom fields automatically appear in:
- Client profile — if Applicable For = Clients
- Add/Edit Contact Person popup — if Applicable For = Contact Person
- Task form — if Applicable For = Task
Tip: Use the "Hide Blank" option in the client/contact person/task form to hide custom fields that have no value entered yet.