Custom Fields and Preferences

Custom fields and preferences let admins tailor the PSA to the organization's process.

Navigation

• Preferences: /settings/preferences
• Custom Fields: /settings/custom-fields

Custom Field Types

Custom fields can support field types such as:

• Text.
• Number.
• Date.
• Checkbox.
• Select or multi-select.
• User reference.
• Entity reference.
• Currency.
• Formula.

Common Workflows

Create a Custom Field

1. Open Settings > Custom Fields.
2. Choose the entity type.
3. Add label, field type, and configuration.
4. Decide whether it is required.
5. Save and test it on the related record page.

Reorder Fields

Use field ordering to place the most important fields where users can find them quickly.

Formula Fields

Formula fields calculate values from other fields. Use them for simple derived values, not for complex business logic that should live in reports, automations, or billing configuration.

Safety Notes

• Avoid deleting fields that are used in reports, automations, or integrations.
• Keep field names understandable for end users.
• Test required fields before enabling them broadly.

Related Docs

• Reports and Dashboards
• Automations and Approval Chains
• Settings and Administration