← All entities
ClientManagerBlazor · How To · extracted from source, not guessed

Add a Custom Field

Custom fields let each tenant capture information the app doesn't have a built-in field for — a Text, Date, Checkbox, or Choice (dropdown) field, added per entity. This is a two-part system: first you define the field type here, then it shows up automatically on every record's own Custom Fields tab.

1

Go to the Custom Fields admin area

From the side menu, open the Custom Fields category, then pick which entity you want to add a field to:

Company Person Employee Project Lead Site

Each opens its own page (e.g. /companies/custom-fields) with four tabs: Text Fields, Date Fields, Checkbox Fields, Choice Fields.

2

Project fields only: optionally limit to one Project Category

When adding or editing a field on Project, an extra Limit to Project Category dropdown appears — leave it blank to show the field on every project, or pick one to only show it on projects in that Category (the broad grouping, e.g. Construction & Remodeling or Home Services — it covers every Project Type within it, not just one). Company, Person, Employee, Lead, and Site fields don't have this option; it's Project-specific.

3

Pick the field type tab, then click Add

Choose the tab matching what kind of field you want, then click the "Add [Field]" button in the top right.

Text Fields
Free-text, no structure enforced — best when the value is genuinely open-ended and won't need to be filtered/reported on as a fixed set.
e.g. "Gate Access Code," "Internal Account Notes," "Referral Source Detail"
Date Fields
A real date picker — use for any date the app doesn't already have a built-in field for.
e.g. "HOA Approval Date," "Permit Expiration Date," "Warranty Registration Date"
Checkbox Fields
A single yes/no flag — best for a plain true/false fact, not something with more than two states.
e.g. "HOA Approval Required," "Pet on Property," "Gated Community Access"
Choice Fields
A dropdown from a fixed list you define — best when there's a known, limited set of valid answers (and you want consistent values for filtering/reporting, not free-typed variations of the same thing).
e.g. "Preferred Contact Time" (Morning/Afternoon/Evening), "Roof Access Type" (Ladder/Scaffolding/Lift)

Quick way to choose: if you'd naturally answer the question with a single word from a short known list, use Choice. If it's genuinely open-ended, use Text. Reach for Choice over Text whenever you can — it keeps the data consistent enough to actually filter or report on later.

4

Fill in the field's definition

The Add dialog is the same shape for every field type:

  • Description (required) — this becomes the field's label wherever it's shown
  • Display Order — controls where it appears among other custom fields on that entity's Custom Fields tab
  • Required (Text/Date/Choice) or Default Checked (Checkbox) — whether the field is mandatory, or its default state
  • Active — unchecking this hides the field everywhere without deleting it

Worth knowing: there's also an "Auto Create" checkbox on this form — right now it doesn't do anything. It saves and displays fine, but nothing else in the app currently reads it. Safe to leave unchecked.

Click Save.

5

Choice Fields only: set the dropdown options

After saving a Choice Field, click its "Options" button (only shown for Choice Fields) to open a second dialog where you add the actual list of choices — each with its own Description, Display Order, and Active flag. Click Add Option for each one, then Save.

6

Where it shows up

Open any record of that entity type (a real Company, Person, Project, etc.) and go to its own Custom Fields tab — the new field appears there automatically, grouped with the others of its type (Text/Date/Checkbox/Choice), ready for staff to fill in per-record.