How to Create Custom Fields

Access Custom Fields Management

1. Go to People from your main dashboard
2. Click “Manage Custom Fields” (blue button in top-right)
3. Click “Add Custom Field” to create a new field

Basic Field Setup

1. Field Label – Enter the name that will appear on forms
   • Example: “Last Service Date”, “Customer Priority”
2. Field Type – Select from 7 available types
3. Required Field – Check if this field must be completed
4. Help Text – Add guidance for users (optional but recommended)

Setting Up Dropdown Fields

For Single Select and Multi-Select fields:

1. After selecting the field type, an Options section appears
2. Click “Add Option” to add each choice
3. Enter descriptive labels like “High Priority”, “Medium Priority”, “Low Priority”
4. Add as many options as needed
5. You can reorder options later

Example: Creating a Customer Type Field

Field Label: Customer Type
Field Type: Single Select Dropdown
Required: ✓ (checked)
Help Text: Select whether this is a residential or commercial customer
Options:
- Residential
- Commercial  
- Industrial

Save Your Field

Click “Save” to create the field. It will immediately appear in your contact forms.