Customers

Set up custom fields

Add the fields your industry needs to customers, projects or employees — without waiting for anyone to build them.

Steps

Open Settings → Custom fields
Fields are defined per organization, and only owners and administrators manage them.
Choose what the field is attached to
Customers, projects or employees. The same field system works across all three.
Pick the field type
Text, email, phone, a list of phone numbers, and other types besides. Choosing the right type is what makes the value usable rather than just stored.
Order them
Drag the fields into the order you want. They appear in that order on every record of that type.
Mark sensitive values
A field can be marked sensitive so its value is not displayed casually on the record.

Deleting a field permanently removes the data stored in it on every record. Ledvaro asks you to confirm, and it cannot be undone.