Overview
Custom account fields allow tenants to add additional data fields beyond the standard account fields that come with gaiia. This feature provides more flexibility and customization, allowing tenants to track specific data points that are important to their business. With custom fields, tenants can create and manage unique data types, such as drop-down menus, toggles, list, text and number fields, and use them to organize their data. Overall, custom fields enable tenants to tailor gaiia to their specific needs and gain deeper insights into their customer accounts.
When new custom fields are created, they will be displayed automatically on relevant pages, such as the account details panel and the account creation page. Although it is currently impossible to edit or delete an existing custom field once it is created, this feature still offers significant value to users looking to customize their CRM experience.
Creating a new custom field
You can create a new custom account field by navigating to:
Admin > Custom Account Fields > New Account Field
In the dialogue box that appears, you must:
- Enter the name of the field;
- Select its type (see options in the table below)
- Mark is a
RequiredorOptional
| Type | Description |
|---|---|
| Dropdown | A dropdown field allows users to select a single option from a list of predefined choices. |
| List | A list field allows users to add multiple values in a single field. |
| Number | A number field allows users to input numerical values. This can be useful for tracking quantitative data points. |
| Text | A text field allows users to input free-form text. This can be useful for tracking qualitative data points, such as notes or comments. |
| Toggle | A toggle field allows users to switch between two possible states, such as "on" and "off", or "yes" and "no". |
When your custom field is configured, you can go to the next step to preview it. If it corresponds to your needs, you can click Submit to create the custom field.
When new custom fields are created, they will be displayed automatically on:
- Accounts → Customer account → Details → Contact
- Accounts → Create account → Customer details → Additional details
Editing the custom field values of an account
You can edit the values of a custom field by navigating to:
Accounts > Customer Account > Details Panel > Contact Tab > Additional Details
There, you will find a section called Additional details. Right beside this title, you can click on the pencil icon to edit the custom field values of the current customer account.
Editing a custom field
You can modify specific attributes of a custom field by clicking the ellipsis menu and selecting Edit.
The following modifications are possible:
- Add new options to dropdown custom fields.
- Remove existing options from dropdown custom fields.
- Historical data for removed options is maintained to ensure consistency.
Field name, type, and required status are locked after creation to preserve data integrity.
Editing custom fields is available to all roles with the Admin Custom fields Edit permission.
Archived Custom Fields
You can modify specific attributes of a custom field by clicking the ellipsis menu and selecting Archive. The Archived section contains custom fields that are no longer active. To view them, click the Archive box.
Archived custom fields cannot be edited, but they can be enabled again. Deleting a custom field is currently impossible because it is stored for reference and historical data integrity.