Custom Fields
Define custom fields to capture organization-specific data on customer profiles.
Objects and Attributes
Custom fields are managed per object. Navigate to Features > Objects to see every object WiseParts keeps — Customers, Branches, Products, Sales, Order Lines, and Invoice Lines — each with a count of its system and custom attributes.
Open an object to see all of its attributes in one table:
| Column | Description |
|---|---|
| Attribute | The label people see, with its hint underneath |
| Type | The attribute's data type |
| Source | System for WiseParts' own fields, Integration for fields an integration created, Custom for yours |
| Key | The internal name imports map onto |
| Values | For attributes with a dictionary, how many values exist and how many still have no label |
System and Integration attributes are locked — they show a lock icon and can't be edited or removed.
Creating a Custom Field
- Open the object in Features > Objects
- Click Add attribute
- Configure the attribute in the dialog
- Click Confirm
To change an existing custom attribute, click its edit icon; the same dialog opens.
| Setting | Description |
|---|---|
| Type | Data type. It can't be changed once the attribute exists |
| Name | The internal identifier, also what imports map onto |
| Label | What people see. Falls back to the name when left empty |
| Hint | Help text shown under the field |
| Required | The field must be filled in before the record can be saved |
| Read only | The value is shown but can't be edited on profiles — imports and integrations can still update it |
Field Types
| Type | Use Case | Type options |
|---|---|---|
| Text | Free-form entry (names, IDs, notes) | Text editor for formatted text |
| Number | Numeric values (fleet size, square footage) | With decimal places |
| Date | Date picker (certification expiry, contract date) | — |
| Boolean | Yes/no toggle | — |
| Select | Selection from predefined options | Values and Multiple |
| Attachments | File uploads | Multiple |
| Users | Select users from your organization | — |
For Select fields, type each option into Values. Turn on Multiple to let people pick more than one.
Visibility on Customers
Customer attributes have a Visibility section with two toggles:
- Show in the prospect dialog — the field appears when creating a prospect
- Show in the profile — the field appears on the customer's profile card
Use it to keep lead-capture fields off the profile, or profile-only fields out of the prospect dialog. A field must stay visible in at least one of the two. A required field hidden from the profile doesn't block saving the profile.
Value Dictionary
The value dictionary gives each code in your data a readable name per language. Names are only used for display — the codes themselves never change.
It's available for Select attributes and for some coded system attributes, such as the customer category. Click the Dictionary icon on the attribute's row to open it.
- Each value found in your data is listed with one column per language; the default language is marked with a star
- Type a label in a cell and it saves when you leave the cell
- Use the search box to find a value
- Two values can't share the same label in the same language
People see the label in their own language, falling back to the default language, then to any label that exists, and finally to the raw code.
Field Order
Drag custom attributes to reorder how they appear on customer profiles.
Integration Sync
Custom fields can be populated automatically from your source system. Map external data columns to custom fields during integration setup.
Using Custom Fields
Once configured, custom fields:
- Appear on customer profiles in the Custom Fields section, unless hidden from the profile
- Are included in customer exports
- Can appear as optional columns in Analytics 360 when customers or branches are in scope