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Custom Fields
Custom Fields allow you to record information that is not covered by the standard fields in PracticeFlow.
Separate Custom Fields can be configured for:
- Organisations
- Individuals
- Tasks
Up to ten fields can be created for each area.
Setting up Custom Fields
Go to Settings > Custom Fields.
For each field, you can:
- Enter a field name.
- Select a data type: Number, Yes/No, Date, Text or Dropdown.
- Define the available choices where Dropdown is selected.
- Set the number of decimal places shown for a Number field.
- Choose whether the field is visible to Staff.
Administrators can always view Custom Fields, including fields hidden from Staff.
Using links in Custom Fields
URLs entered in Text fields are clickable. This allows you to link directly to external resources such as company websites, LinkedIn profiles, Excel working papers or Google Sheets.
Where Custom Fields appear
Custom Fields appear:
- At the bottom of the side panel for the relevant Organisation, Individual or Task.
- In the Column Chooser, where they can be displayed in the grid.
- In grid sorting, filtering and Excel exports.
- As merge fields within email templates.
Importing Custom Fields
Custom-field values can be included when importing Organisations and Individuals.
The relevant Custom Fields must first be configured in Settings > Custom Fields. The values can then be added to the appropriate import template, allowing existing data to be imported without updating each record manually afterwards.
Custom Fields can be used to record information such as client fees, internal classifications, percentages, external links or other firm-specific data. Individual fields can also be hidden from Staff where the information is sensitive.