Custom Fields

What is a Custom Field?

Custom fields are are flexible data fields that you can add to a client profile to store specific information unique to your clients. They allow you to track and organize additional details that aren’t captured by default fields in your account. Custom fields are available as columns on both the clients and projects table and you can also filter by them in those tables. Your team can create a maximum of 24 custom fields in your account!

Types of Custom Fields Supported In Jetpack Workflow

A text field is where you will be able to enter in any combination or unique text value to populate that specific field. This is useful for things like email or address as they will be unique per client.

A dropdown single-select is a field where you can pick a set of defined options and then select one option from the list. This is useful for a field that might have a yes or no answer or something like corporation type where there will only be one answer per client. You can create up to 50 options to pick from in a dropdown single-select custom field.

A dropdown multi-select is a field where you can pick a set of defined options and then select multiple options from the list. This is useful for custom fields where a client might have multiple answers or fall into multiple categories like a list of their services or perhaps multiple locations. You can create up to 50 options to pick from in a dropdown multi-select custom field.

A Team Member Single-Select is the perfect option if you want to have custom fields for tracking roles like relationship owners, reviewers, preparers or internal points of contact while keeping your task assignments unchanged. In this type of custom field, the list will automatically populate with your active team members and allow you to make a single selection from the list.

Common Examples of Custom Fields