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Creating custom fields
Creating custom fields

You can add custom fields to hold anything you like

Chuck Cutler avatar
Written by Chuck Cutler
Updated over 6 years ago

Adding a field to ClientLook is easy. Click your name in the upper right corner of any ClientLook page and select "Setup".  Select the tab labeled “Custom fields”. Choose the module (contacts, companies, deals or properties) you want your new field to belong to, then click the “Add new field” button.

Fill in an appropriate name for your field, then choose the type of data your field will hold. You can choose from the following:

– currency: holds a dollar amount
– date: stores a date in US standard format (mm/dd/yyyy)
– number: numeric values including decimal places if desired
– percent: a number from 0-100
– text: holds almost anything; letters, numbers, punctuation, etc.

– URL: holds a web hotlink, which takes you to that web site address when clicked

– picklist - a pre-configured list of choices that you define - the user has to select one

–  picklist (multi-select)- a pre-configured list of choices that you define - the user can choose one or more

Finally, you can add an optional description of the field in the “Description” box to make it easy to remember what your new field holds. If you have chosen one of the picklist field types, you would add the list of choices in the box indicated, one at a time, clicking "Add value to list" after each entry. 

When you’re done, just click “Add this field”. You’re finished! 

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