Custom fields
What are custom fields?
Custom fields let you store extra information on Assets, Bookings, People, and Companies that isn’t in the standard fields. You decide the field name, type (text, dropdown, date, etc.), and where it appears. You can also manage the options for built-in dropdowns (e.g. asset type, makes, fuel types).
Managing custom field definitions
Go to Settings > Custom fields from menu
Choose the module (Asset, Booking, Person, or Company) the field will belong to.
Create a definition: enter a name, a unique key, choose a type (text, textarea, phone, number, date, datetime, checkbox, dropdown, multiselect), set whether it’s required, and optional help text. For dropdown or multiselect, add the list of options (values).
Edit a definition to change name, required, help text, or options (for dropdown/multiselect).
Reorder definitions so they appear in the order you want on the record screen.
Show/hide a field by turning it active/inactive.
Delete a definition when you no longer need it (only for non-system).
After you create or edit a definition, that field appears in belonging module.
For system-defined custom fields, you can only manage the options. You cannot change the field name, help text, or required status.
Managing options for built-in dropdowns (values)
Some dropdowns are built-in (e.g. cancel reason, asset type, makes, fuel types, status, type). To add or edit the options (values) for those:
Select the module and field (e.g. Asset → Make).
Add a new option (e.g. “Customer request”), Edit an existing option’s label or reorder options.
Those options then appear in the dropdown when users add/edit a booking, asset, etc.
Filling in custom field data
Open the Asset, Booking, Person, or Company record you want to add/edit.
Find the Custom fields section in tab. The fields shown depend on the definitions you created for that module and their order.
Fill in or change the values (text, dropdown, date, checkbox, etc.).
Save the record. The custom field data is stored and will show when the record is viewed or exported.
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