Customers
Custom Fields
Configure additional data fields for customer profiles.
Define custom fields to capture organization-specific data on customer profiles.
Quick Overview: Create fields for any data your business needs to track — industry attributes, external IDs, compliance info. Fields can be text, numbers, dates, dropdowns, or checkboxes.
Creating a Custom Field
- Navigate to Features > Custom Fields
- Click Add Field
- Configure the field settings
- Save
| Setting | Description |
|---|---|
| Name | Field label shown on profiles |
| Type | Data type (text, number, date, dropdown, checkbox, multi-select) |
| Hint | Help text shown when users fill the field |
| Required | Whether the field must have a value |
| Read only | When enabled, users cannot edit the value on profiles — imports and integrations can still update it |
| Removable | Whether users can clear the field from a submission |
| Discard when empty | Do not save the field when left blank |
Field Types
| Type | Use Case |
|---|---|
| Text | Free-form entry (names, IDs, notes) |
| Number | Numeric values (fleet size, square footage) |
| Date | Date picker (certification expiry, contract date) |
| Dropdown | Single selection from predefined options |
| Checkbox | Yes/no toggle |
| Multi-select | Multiple selections from predefined options |
Dropdown Options
For dropdown and multi-select fields, define the available options:
- Select Dropdown or Multi-select as the type
- Add options in the Choices section
- Set a default value if needed
Field Order
Drag fields 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
- Are included in customer exports
- Can appear as optional columns in Analytics 360 when customers or branches are in scope