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. Your team can create a maximum of 24 custom fields in your account!
Types of Custom Fields Supported In Jetpack Workflow
Text Field
Dropdown Single-Select
Dropdown Multi-Select
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.
Common Examples of Custom Fields
services
email
phone number
industry
corporation type
location
fiscal year end
staff assignments
priority level
software usage
alternative or secondary contact information