Overview
Custom fields let you capture data that Cloudclerk does not include by default. You can add fields to Clients, Contacts, Tasks, Documents, and Invoices. Fields are organised into named groups and support drag-and-drop reordering.
Choosing an Entity Type
At the top of the page, select which entity type you want to configure. The available types are Client, Contact, Task, Document, and Invoice. Each has its own set of groups and fields.
Creating a Group
- 1Open Settings → Custom Fields
- 2Select the entity type you want to add fields to
- 3Click Add Group — a new group called "New Group" appears
- 4Type a name for the group and press Enter to confirm
Drag the grip handle on any group to reorder it relative to other groups.
Adding a Field to a Group
- 1Click Add Field at the bottom of any group
- 2Enter a Name for the field
- 3Choose a Type: Text, Number, Date, Yes/No, Dropdown, Multi-Select, URL, Email, Phone, or Currency
- 4For Dropdown or Multi-Select types, enter one option per line in the Options box
- 5Tick Required if the field must be filled in, and Show in table if it should appear as a column in data tables
- 6Click Add Field
Editing and Deleting
- To rename a group, click its menu and select Rename.
- To edit a field, click the pencil icon on the field row.
- To delete a group or field, use the menu or the bin icon. Deletion is permanent and removes all stored values.
Deleting a custom field removes all existing data for that field across every record. This cannot be undone.
What's Next?
- Tax Periods — manage organisation-wide tax periods
- AI Settings — configure AI usage limits