Custom Fields

Creating and managing custom fields on customer records

You can create custom fields for your customer records to store and display any data you wish. With the ability to set the order of your custom fields and add different visibility permissions by role, you can control how your custom fields are displayed to your team members.

Adding a New Custom Field

1. Navigate to Custom Fields settings

   Navigate to Company Settings, click on Customers and then the Custom Fields tab.

   
2. Click Create New

   On the Custom Fields page, click Create New.

   
3. Name your custom field

   In the pop-up window, begin by adding the custom field name.

   
4. Select the field type

   Select from the drop down menu what type of field this will be.

   

   Available field types:

   • Free text: Type freely in your own words.

   • Number: Indicate a number or quantity.

   • Date: Autofill dates using a calendar picker.

   • Checkbox: Toggle on/off for boolean values.

   • Drop Down: Define a list of options with a default selection.

     
5. Configure visibility and cascading

   Field Visibility by Role: Select whether this field is visible to service agents, team managers, or both.

   

   Cascade to Related Record: Select additional FieldPulse records where you’d like the custom field to appear.

   

   Is Visible to Customer & Supplier: Toggle on/off. When on, these custom fields are viewable on all purchase order PDFs, job reports, estimates, invoices, and asset reports.

Locating Custom Fields on the Customer Record

Next time you create a new customer, you’ll see your newly created custom field under the Additional Fields section. (Note: A full re-sync, sometimes requiring log out and log in, is needed on mobile apps to see newly created custom fields.)

Video Tutorial

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