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How to create Custom Fields for Clients
How to create Custom Fields for Clients
Maria avatar
Written by Maria
Updated over a month ago


How to create Custom Fields for Clients

2. Click "Clients" in "Contacts" menu

3. Click "Custom Fields"

4. Click "Add Custom Field"

5. Select a Custom Field type. We'll go with Text input this time

6. Fill out corresponding fields for your Custom Field

7. Click "Save" when you are done.

Remember that if you limit a custom field to a certain Client Type or Brand, and you convert the Client to another type or change the associated Brand, the data in Custom Fields will be lost!

8. To edit new custom field, go to any Client that should have this field and click "EDIT"

9. Your Custom Fields should be at the very bottom of the list

10. Don't forget to click "Update Client" to save your changes

Tip! Custom Fields that contain information will be visible in "Additional Info" tab of the Client


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