Custom fields let you store information unique to your business across modules such as Clients, Projects, Leads, and HR.

Add a custom field:

1. Go to Settings > Custom Fields.
2. Select the module (e.g., Clients).
3. Enter a name and choose a field type (text, number, date, dropdown, checkbox).
4. Save.

Edit a custom field:

• Select an existing field, update its details, and save.

Delete a custom field:

• Remove a field if it’s no longer required.
  ⚠️ Deleting will remove the associated data from records.

Tips:

• Dropdowns and checkboxes keep data consistent.
• Use descriptive names so staff know what to enter.