How to Set Up Custom Fields

Every organization tracks different details about their clients. Custom fields let you add up to three additional data points that reflect how your team works.

Once configured, custom fields appear on every client record so your team can enter and view this information alongside standard client details.

Table of Contents

• How to Set Up Custom Fields
• Configuring and Using Field Labels
• What to Know About Custom Fields

How to Set Up Custom Fields

Only the Account Owner can set up custom fields.

1. Go to Account Settings
2. Open the Organization tab
3. Locate the Custom Fields section
4. Click Edit and then enter a label for each field you want to use
5. Save your changes

You can leave fields blank if you don’t need all three.

Configuring and Using Field Labels

After setup, custom fields appear automatically on client detail pages, when you create a new client, and when you edit existing client information under General Information.

To add or update the custom fields, open a client record, enter the information in the designated custom fields, and save.

Tips:

• Keep labels short and clear
• Use language your team already uses
• Be consistent as these custom fields are shared across the organization

What to Know About Custom Fields

• Custom field labels can be updated at any time
• Updating a label does not delete existing data
• Changing a label does change how existing data is interpreted, so please communicate any and all changes to your team
• Decide what each field represents before rolling it out to avoid inconsistent data

Thoughtful planning upfront keeps your client records clean, searchable, and useful over time.

For any questions, reach out to support@getnotehouse.com.