Add Custom Fields to a Record

Custom fields store additional details that are unique to your organization. These fields help you can track information vital to your day-to-day tasks, including specific values, dates, and comments which give you a better search and reporting experience. Most fields will likely meet your needs, but adding and maintaining custom fields offers a more tailored and precise workflow.

After you add a custom field, you can edit or delete as necessary either from the custom field's menu on a record (or when editing the record itself).

1. Add custom fields in two ways:

   • When adding a new record, under Custom fields, select Add custom field.

   • From an existing record, such as an account or charge, under Custom fields, select Add.

2. Select a field type and value.

   If you haven't defined types yet, review how to manage custom field types. These must be defined before adding custom fields to a record.

   Tip: To establish choices for the custom field type, set up a table first. When you create the custom field type, select "Table" for the Input type.

3. Select a date and enter a helpful comment.

4. Select Save.

   Tip: For some record types, such as accounts or invoices, you can add custom fields while you're adding the record itself.