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Form Fields

Create and manage custom fields to track additional data on contacts, projects, and contracts.

Overview​

Form Fields allow you to extend the standard data model with custom fields specific to your business. Fields can capture text, numbers, dates, selections, team members, and more. The system includes both system fields (built-in fields that can be configured but not deleted) and custom fields (fields you create).

Accessing Form Fields​

  1. Go to Settings > Form Fields

Understanding the Interface​

Tabs​

The field list is organized into tabs for easier navigation:

TabDescription
AllShows all fields across all categories
ContactsFields that appear on contact records
ProjectsFields that appear on project records
ContractsFields that appear on contract documents

Field List Columns​

ColumnDescription
NameThe display label for the field
CategoryWhether the field belongs to Contacts, Projects, or Contracts
Contact Types(Contacts tab only) Which contact types the field applies to
LocationWhere the field appears within the record
Field TypeThe type of data the field captures
EnabledToggle to enable/disable the field
ActionsEdit or delete the field

Drag-and-Drop Ordering​

When viewing a specific tab (Contacts, Projects, or Contracts), you can drag fields to reorder them. The order determines how fields appear on forms and detail pages.

Creating a New Field​

  1. Click New Field
  2. Select a Category (Contacts, Projects, or Contracts)
  3. Enter a Field Name
  4. Choose a Location (where the field appears)
  5. Select a Field Type
  6. Configure any type-specific options
  7. Set field options (Enabled, Required, etc.)
  8. Click Add Field

Field Categories and Locations​

Contact Fields​

Contact fields can be placed in these locations:

LocationDescription
Primary InfoPrimary contact information section
Secondary InfoSecondary contact information section
General InfoGeneral information section

You can also restrict contact fields to specific Contact Types. If no contact types are selected, the field applies to all contact types.

Project Fields​

Project fields can be placed in these locations:

LocationDescription
Project InfoGeneral project information
Sales InfoSales-related information
Design InfoDesign phase information
Production InfoProduction phase information

Project fields support conditional display—you can configure fields to appear only in specific contexts (e.g., when marking a project won or lost).

Contract Fields​

Contract fields are used in contract templates and appear on contract documents.

Field Types​

TypeDescriptionOptions
TextSingle-line text inputDefault value, Include in Search
Long TextMulti-line text areaDefault value
SelectDropdown selectionOptions list, Allow multiple selections, Default value
DateDate picker—
Date/TimeDate and time picker—
Team MemberSelect a team memberFilter by roles, Default value, Display on Client Portal
SubcontractorSelect a subcontractor—
Yes/NoToggle switchDefault state
CheckboxCheckboxDefault checked state
NumberNumeric inputDefault value, Include in Search
MoneyCurrency amountDefault value
LinkURL/web link—

Select Field Options​

When creating a Select (dropdown) field:

  1. Enter options in the Dropdown Options text area, one per line
  2. Optionally use the format key : Label for custom keys (e.g., red : Red Color)
  3. Check Allow multiple selections if users can select more than one option
  4. Choose a Default Value from your options

Team Member Field Options​

When creating a Team Member field:

  1. Select Roles to filter which team members appear in the dropdown (leave blank for all)
  2. Choose a Default Value if desired
  3. For project fields, toggle Display on Client Portal to control visibility

Field Settings​

General Settings​

SettingDescription
EnabledWhen on, the field is active and visible. Disable to hide without deleting.
RequiredMakes the field mandatory. For project fields, use "Always Required" to require everywhere.
Include in Search(Text and Number fields only) Includes field values in search results.

Project Field Display Settings​

Project fields have additional options for conditional display:

ContextDescription
When project is marked wonShow the field when marking a project as won
When project is marked lostShow the field when marking a project as lost

For each context, you can also mark the field as Required for that specific context.

System Fields vs. Custom Fields​

  • System Fields: Built-in fields that cannot be deleted. You can edit their label, location, and settings, but the underlying field remains.
  • Custom Fields: Fields you create. These can be fully edited or deleted.

System fields are indicated by the absence of a delete button in the Actions column.

Managing Fields​

Editing a Field​

  1. Click the Edit icon (pencil) on the field row
  2. Modify the field settings
  3. Click Save

Deleting a Field​

  1. Click the Delete icon (trash) on the field row
  2. Confirm the deletion
warning

Deleting a field removes it from all records. Any data stored in that field will be lost. This action cannot be undone.

Enabling/Disabling a Field​

Use the Enabled toggle in the field list to quickly enable or disable a field without editing it.

Reordering Fields​

  1. Navigate to a specific tab (Contacts, Projects, or Contracts)
  2. Drag fields up or down to reorder
  3. The new order saves automatically

Filtering Fields​

When viewing Contacts or Projects tabs, use the Filters button to filter by:

  • Location: Show only fields in a specific location (e.g., "Sales Info" for projects)

Where Fields Appear​

Custom fields appear in:

  • Record detail pages - In the location you specified
  • Board cards - When configured (project fields)
  • Forms - Contact and project creation/edit forms
  • Document templates - As merge fields in contracts and documents
  • Reports - In exports and report data
  • Client Portal - Team member fields with portal display enabled