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Admin > Master Data

Add New Custom Field

Modified on: Thu, 12 May , 2022 | 02:54 PM

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1. Navigate to the admin menu on the left-hand side.
2. Choose master data from the menu.
   
3. On the master data screen choose custom fields from the top right corner.
   
   
   
4. This will display a list of all of your current custom fields.
   
   
   
5. Please note the column that indicates entity type as custom fields will need to be created for each type of contact you would like that field to appear on. For example, if you wanted to track date of birth on vendors and employees you would need to create that custom field for both vendors and employees.
6. From this window you will click on the green add new button on the top right hand corner.
7. An “Add Custom Field” window will appear.
   
   
   
8. On the “Add Custom Field” form please note the following fields are mandatory
   Field name
   Required (checkbox)
   Entity type and
   Field type
   
9. Next you will add a sequence for this custom field. This is the order this field will appear in on your Custom Fields tab of a contact.
10. Choose a category for your custom field. Please note that category dropdown will only be populated if you have built Custom Field Categories. To do this please see the article Adding Custom Field Categories.
11. Once you have completed entering the data on this form, click the green submit button on the bottom right hand corner to finish the process of creating a custom field.