It is now possible to add custom fields to your client records.
To do so, go to the "Administration" tab, then click on the "Custom fields" tab.
You will see several sub-tabs, including the one we are interested in: "Clients".
Select it and then click on the green + button at the top right:
In "Field label", simply enter the name you want to give to your custom field.
For example, you want to add a field that will allow you to specify the contract number.
Then, you can select the field type (by default, Short text), but several are available:
In the "Advanced" tab, you will find several options:
A help text to display in order to clarify what is expected in this field
Default value if most of the time it is a recurring value
Min. length and max. length allow you to limit the number of characters in the field
Regular expression allows you to enforce a specific format in the field.
Example: if you want to enter a registration number in format x, you will need to insert the appropriate formula. Feel free to search for formulas online or via an AI.
Custom error message consists of displaying a message if the regular expression is not respected.
Example: if the user types AB123CD, they do not comply with the rule set in the "regular expression" field, so the custom error message will be displayed, in which you could write "The license plate must be written as follows: AB-123-CD"
Required field: a client record cannot be validated as long as the field is empty.
Display in tables and lists allows the custom field(s) to be visible in the general client table ⬇️
Include in global search allows you to enter the contract number in the search bar and find the client that way.
On the client record, you will find an "Other" tab allowing you to fill in the custom fields.
