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How to Create Custom Fields

This guide explains how to create custom data fields to store specific information about your clients (such as pet names, birthdays, or unique IDs) and how to use them in your documents.

1. Creating a New Field​

  1. Navigate to the left-hand menu and click Custom Fields.
  2. Click the Create custom field button.
  3. Select your Input Type. (e.g., Text Input for names, Date Picker for birthdays).

2. Configuring Field Settings​

When setting up the field, you need to define where it lives and how the system identifies it.

  • Name: Enter the label for the field (e.g., "Dog Name").
  • Object: Select Customers. (Note: You can also select Settings for global variables or Sub Accounts).
  • Key: This is the unique ID used for dynamic tags.
Customizing the Key

The Key is the variable name you will use inside invoices or contracts (e.g., {{dog_bday}}).

  • By default, the system generates a key based on the name.
  • You can manually edit this to make it shorter or easier to remember (e.g., changing "dog birthday" to dog_bday).
  1. Click Save.

3. Assigning Values to Customers​

Once the field is created, it will appear in your customer profiles.

  1. Navigate to Customers.
  2. Select a customer (e.g., Mark Twin).
  3. Click Edit.
  4. Scroll to the Custom Fields section.
  5. Enter the specific data (e.g., "Rex" for Dog Name, or select a date for Dog Birthday).
  6. Click Save.

4. Using Custom Fields​

Now that the data is stored, you can dynamically insert these values into your documents.

Supported Documents

You can use these custom field keys to auto-populate data in:

  • Invoices
  • Contracts
  • Proposals
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