Business-specific details
Add the information your team needs beyond the standard record fields.
Custom Fields
Custom business fields
Make room for the information that matters to you.
Add business-specific fields to supported records and documents.
An upcoming feature for a simpler working day.
Custom Fields
Keep the details your business depends on
How the feature will work
Define the information
Identify the extra detail your team needs to capture.
Set up the field
Choose its label, type and supported record location.
Use it in daily work
Enter the information and return to it in the relevant record.
Custom Fields
What we plan to offer
Custom fields will help your team capture the additional information its work requires. Give those details a clear name and place in supported records so they remain easy to find.
Clear field labels
Name each field so staff understand the detail they should enter.
A suitable field type
Match the input to the information being collected.
Details within the record
Keep additional information beside the business record it describes.
Custom business fields
Who is it designed for?
- Businesses with specific operational details
- Teams standardizing additional record information
- Activities requiring internal reference fields
Help shape the next feature.
Tell us what you need from this feature and the tasks you would like to make easier.