Custom fields

Custom fields let you capture data specific to your business on top of the built-in fields, without waiting for a code change. Managing them is admin-only and changes are audited.

Add a custom field

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Add a short GIF here: adding a custom field, choosing the record type, setting the label, type, required flag and options, saving, and seeing it appear on the form.

1. In settings, choose the entity to extend (for example customer, item, invoice, vendor or order).
2. Define the field:
   • Label
   • Type: text, number, date, dropdown, yes/no (boolean), or select
   • Whether it is required
   • Options, for dropdown/select types
3. Save.

The field then appears on that entity’s form, and each record stores its own value.

How custom fields behave

• Values are validated against the field’s type. A required custom field blocks save when empty.
• Fields are specific to your organisation, one organisation’s custom fields never appear for another.
• Custom fields are included in that entity’s exports and show up in list filters where the type supports it.
• If you soft-delete a field definition, it is hidden from forms but the values already stored are retained, so you don’t lose data if you remove a field later.