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Custom fields

How to create and edit custom fields

Lucas Flobecker avatar
Written by Lucas Flobecker
Updated over a month ago

Fields are used to store data on customers, users and team members. You can:

  • Create your own custom fields

  • Edit existing fields

  • Connect a field to a product

Before creating your own custom fields we suggest that you go through our different field types and what they do, you can check this out in this article.

Creating a field

When first creating a field, you have the following to fill in:

  • Name

  • Alias - The fields API name, will be auto-filled if left blank.

  • Type - Choose which type of field you want, read more about those here.

  • Visibility;

  • "Hidden", the field is only shown in lists and exports

  • "Visible" does not allow the field to be edited but it's shown in the customer/user profile.

  • "Editable" makes the field visible and also editable when you take action on a customer or user.

  • Required - Should this field be required for a customer/user/team member to be created?

Let's have a look at our tutorial on how to create a field, in this case we are creating a field to showcase if your customer paid their invoice or not:

As you can see in the video, we chose the type "Boolean" as we only want the value to be shown as "Yes" or "No", and when you have added the field you are also able to multi-edit your customers to change the status of this particular field.

Lets have a look at another example, and in this case we want to create a editable customer field with three options that shows what group the customer belongs to, A, B or C:

​If you would have any questions about how to use custom fields, don't hesitate to reach out!

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