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 Custom Fields  
• What to Know About Custom Fields

How to Set Up Custom Fields

Only the 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, 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 Custom Fields

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

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

Tips

• Keep labels short and clear.
• Use language your team already uses.
• Be consistent, since 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 can affect how existing data is interpreted, so communicate changes to your team.
• Decide what each field represents before rolling it out to avoid inconsistent data.

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

For questions, contact us at support@getnotehouse.com.