Client Custom Fields

Client custom fields let you store additional information on a client profile that isn't captured by Jetpack Workflow's default fields. They're flexible enough to track almost anything - from a client's fiscal year end to the software they use - and once created, they're available as columns and filters and are searchable on both the Clients and Projects pages, making it easy to slice and sort your data by the things that matter to your firm.

You can create up to 35 custom fields per account. Custom fields are created and managed by admins or any user with the custom fields permission enabled.

There are five field types to choose from. Picking the right one depends on what kind of data you're storing.

A freeform field where you can enter any text value. Best for information that's unique to each client with no fixed set of options - things like email addresses, phone numbers, physical addresses, or notes.

A field with a predefined list of options where only one can be selected at a time. Best for anything with a single definitive answer per client, such as corporation type, filing status, or a yes/no field. You can create up to 50 options per dropdown.

A field with a predefined list of options where multiple can be selected at once. Best for clients that might fall into more than one category - services provided, office locations, or software platforms, for example. You can create up to 50 options per dropdown.

A field for storing a clickable web address. Useful for linking to a client portal, a shared web folder, or an external document hosted on the web.

A field that automatically populates with your active team members and lets you select one per client. Best for tracking internal roles like relationship owner, preparer, or reviewer - without affecting task assignments. This keeps role tracking separate from day-to-day task management.

A field that automatically populates with your active team members and lets you select multiple per client.

A field that populates with a date picked via a calendar.

Works just like Dropdown Single-Select, but the field is assigned a color, so the selected option displays as a color pill in tables for easy scanning.

Same as Pill Single-Select, but you can select multiple options at a time. Each selected option displays as its own colored pill.

Works like Pill Single-Select, but instead of one color for the whole field, each option in your list can be assigned its own distinct color. Only one option can be selected at a time.

Combines Badge Single-Select's per-option coloring with multi-select - each option in your list has its own color, and you can select multiple options at once, each displaying as its own colored badge.

Once created, custom fields can appear in several places across the app:

When creating a custom field, you have the option to mark it as sensitive. Sensitive fields are hidden by default on a client's profile - the value is masked and requires a click to reveal. Anyone with access to the client profile can reveal a sensitive field, but sensitive fields are excluded from search and filters across the app.

Use this for information you want to keep out of plain view.

Fields are ordered alphabetically. Custom fields display in alphabetical order by field name on client profiles and throughout the app. Keep this in mind when naming your fields if a particular order matters to you.

Deleting a field is permanent. If you delete a custom field, all data stored in that field across every client profile is permanently removed and cannot be recovered. Make sure you no longer need the data before deleting.

The 35-field limit applies account-wide. All custom fields count toward the same limit regardless of type, so plan your fields thoughtfully to make the most of them.

Not sure where to start? Here are some of the most common custom fields firms set up: