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Custom Fields

Add your own sections and fields to client profiles, and choose which roles can use each one. Every profile picks them up as soon as you save.

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On the dashboard

See it in action

In Admin Settings, Page Templates, an administrator adds a Communication section and a short-text field to the Client template and saves it for every client profile.

How it works

  1. Admin Settings > Page Templates, on the Client entity. If your organisation has no client template yet, Create Client Template starts one.

    Tutorial screenshot: Open Page Templates
Full guide in Help · 12 steps →

Good to know

A page template defines the extra fields that appear on a kind of profile. Clients, facilities and users have one template each; assets can have several, one per asset type.

You are editing a shared definition, not one profile. A field added here appears on every profile using that template — which is the point, and also the reason to be deliberate about it. Adding a field to the Client template adds it to every client in the organisation.

What it does

  • Add sections to group your fields on the profile page.
  • Choose a field type · text, number, date, time, dropdown, checkbox, email, phone, address or currency.
  • Mark a field required, or restrict it to certain roles.
  • Save the template and every client's profile shows the new section, ready to fill in.
  • Shape staff profiles in the same place with their own template.
For
Administrators
Works on
Web dashboard
Plans
Pro · Enterprise · the free trial includes Pro

Works with

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