Fill in custom fields¶

Open the client and find Custom Fields on the Details tab. The number next to the heading is how many fields there are — (5/12) while empty fields are hidden.

Find a field¶

• Type in Search fields... to find a field by its name or its value.
• Click Hide Empty to show only fields that have a value, and Show Empty to bring the rest back. Headings, spacing and lines always stay, so the layout keeps its shape.

An empty field shows Not Set.

Change a value¶

1. Click the value.
2. Type or pick the new value. How you fill it in depends on the field type.
3. Press Enter or click away to save.

A checkbox changes as soon as you click it. A field you can see but not change shows its value without letting you click it.

Changing a field can start an automation your account has set up — see Custom fields in automations. Automations can also fill fields in, so a value may change without anyone typing it.

A text field whose whole value is a web address or email address shows as a link. Click the pencil next to it to change it.

Copy a value¶

Hover over a field and click Copy value. The value is copied to your clipboard. The hover also shows the field's ID, which automations and imports use to refer to it.

Button fields¶

A button field runs an automation for this client when you click it — for example, booking a tune-up or sending a welcome pack.

You can press a button field when your Custom Field Edit Level is at least the field's level; below it, the button is greyed out. Button columns in custom tables have no level — anyone who can see the client can press them.

1. Click the button.
2. Read the confirmation. If the button needs other fields filled in first, it lists them: fields marked Empty need a value before you can go on.
3. Click Execute.

Trigger executed successfully confirms it ran. A button that isn't linked to an automation yet says so when you hover over it — someone who builds automations links it with a CRM Trigger set to Client Field Button Click.