Custom fields can help you keep track of additional relevant information related to clients, products, orders, and more.
Note: You'll first need to add a custom field group before you can add a custom field.
To add a custom field, you'll click on Settings in your main navigation, then you'll click on the Custom Fields cell.
From the Custom Fields page, you'll click on the green Add button and then choose Custom Field from the drop down list.
Once you click to add a new custom field, it will take you to a new page where you can enter the information about the field.
Title – Enter the title of the custom field (e.g. “Purchased From”).
Group – Choose the group from the drop-off list (e.g. “Product Additional Info”).
Module – Choose the module from the drop-off list (e.g. “Products”)
Type – Choose the type of the custom list from the drop-off field.
Column Width – Choose the width of the column from the given five options in the drop-off list.
If you check the “Required” box this custom field will be mandatory for filling out. If you do not check this box filling out the custom field will be optional.
Description – Enter the description of the custom field if necessary (e.g. “This field is used to store vendor name from which this product was purchased.
Note: If you are adding a field to your orders, you'll also have the option to include this field in the website check-out page.
Once you have entered the information, you'll click the green Save Custom Field button in the lower left. Now your custom field is created and it will appear in the module you have assigned it to.
If you have any questions about custom fields, please reach out to our team.