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    Administration | Dynamic Fields | Clients

    Introduction

    Configure additional custom fields to enrich customer information according to the specific needs of each organization.

    Customer module

    Customers and Locations

    This section focuses on the comprehensive management of customer information and their geographic locations. It allows the creation, edition, deletion, import and massive update of customer records.
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    Please note: Dynamic fields for customers directly affect the creation and editing of customers.

    Access to Dynamic Fields

    • Navigate to Administration
    • Select Dynamic Fields
    • Select the Customers object
    • Access Details
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    Create Custom Capture Fields for Customers

    Process:

    1. On the Clients page of Dynamic Fields, click Edit
    2. Add a field in one of these ways:
      • Click + Field and choose the type
      • Drag the type from the Field types panel to the section
    3. Choose the type: Text Field, Long Text Field, Checkbox, Single selection, Dropdown list, Date or Multiple tags
    4. Set up the field:
      • Field title: the name users will see
      • Required: check it if the field is mandatory
      • Add to module filters: lets you filter clients by this field in the list
      • More restrictions: email format, numbers only and minimum or maximum characters
      • HubSpot options, for accounts with the HubSpot integration
    5. Click Save and confirm

    Organization: client fields are in a single section. Drag them by the dots icon to change their order.

    To show these fields in client selectors and on the APP list card, see Client fields in selectors and APP.

    Editing Custom Data Entry Fields for Clients

    1. Click Edit
    2. Find the field and change its title, whether it is required, the filter option or the restrictions
    3. Drag the field if you need to change its position
    4. Click Save. CheckOP warns that editing or deleting fields that already have data can cause data loss; confirm to continue
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    Removing Custom Data Entry Fields for Customers

    1. Click Edit
    2. Click the trash icon of the field
    3. Click Save and confirm

    Considerations:

    • Deleting affects the data already captured on existing clients
    • Consider the impact on bulk import and update processes

    Impact on Customer Forms

    Once dynamic fields are set up:

    • They appear in the client create and edit form
    • They are included in the bulk import and update templates, in the order they were created
    • They can be used as list filters if Add to module filters is on
    • They can be shown in client selectors and on the APP list card
    • They can be inserted in form custom formats

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