What Are Custom Fields?
Custom Fields store specific details relevant to your business operations.
For example:
A text field for a Member Number
A multi-line field for History
Any other field to capture custom information
Each field appears within its related record type, allowing users to view and enter this data easily.
⚠️ Note: Once a Custom Field is created, its Field Type cannot be changed. If you need to adjust the type, create a new field and archive the old one.
Creating a Custom Field
Go to Settings → Custom Fields
Click New Custom Field
Choose the record type: Contact, Account, Booking, Event, or Group
Complete the following fields:
Field Label: Display name (e.g., “Member Number”)
Field Type: Input type (Text, Number, Dropdown, etc.)
Add View: Determines where the field is visible (e.g., during creation or on summary view)
Merge Field Name: Identifier used in templates or documents
Custom Field Set: Optional grouping or category
Click Save
💡 If part of a Chain: Any Custom Field added at the Chain level is automatically available to all Organizations. Archiving a field also archives it for all.
Managing Existing Fields
From the Custom Fields table, you can:
Edit to update field details
Archive to hide unused fields
Delete to remove permanently
Use Show Archived to view archived fields
Example:
Field Label: Member Number
Field Type: Text (Single Line)
Merge Field Name:
{{custom.member_number}}
⚠️ Note: Event Temple staff can “lock” or “unlock” fields that are used in templates to prevent accidental deletion or merge field edits.
Custom Field Types
Type | Description | Example |
Text (Single Line) | Short entries | Member Number, Event Theme |
Text (Multi Line) | Longer text | History, Special Requests |
Number | Numeric values only | Guest Count, Loyalty Points |
Checkbox | True/False toggle | VIP Client, Contract Signed |
Date | Calendar date | Membership Expiry |
Currency | Monetary values | Budget, Deposit Amount |
Picklist | Dropdown menu | Market Segment, Lead Source |
HTML | Rich text with formatting or links | Internal Notes |
User | Links to a system user | Sales Manager, Event Owner |
⚠️ Notes:
The Number field accepts only whole numbers. Use a Text field for entries like phone numbers or codes that include symbols.
Placeholder text is available only for Text (Single Line) fields and appears as a prompt in grey (e.g., “Enter Member Number”).
How to Manage Custom Fields
Add a Custom Field (Organization)
Go to Settings → Fields → Custom Fields
Select a sub-tab (Contact, Account, Booking, Event, Group)
Click New Custom Field
Enter:
Field Type
Field Label and Description
Placeholder (optional)
Merge Field Name
Custom Field Set (optional)
Click Create
⚠️ Tip: Avoid using the same field name under multiple record types. Duplicate names can cause system errors.
Add a Custom Field (Chain)
Follow the same steps under Settings → Fields → Custom Fields.
Fields added at the Chain level are shared across all Organizations.
🔐 Only Chain Administrators can create or manage Chain-level Custom Fields.
Manage Custom Field Sets
Click Manage Custom Field Set → New Custom Field Set
Enter a Name and select the Type
Click Save
You can then assign fields to this set for easier organization.
Archiving a Custom Field
Go to Settings → Fields → Custom Fields
Hover over the field and click the Archive icon
Archived fields remain visible in existing records but hidden elsewhere.
If part of a Chain, the field is archived for all Organizations.
Deleting a Custom Field
To protect data, fields containing data cannot be deleted until reassigned.
Go to Settings → Fields → Custom Fields
Hover over the field and click the Delete icon
Reassign data if prompted, then confirm deletion
⚠️ The replacement field must be the same Field Type as the one being deleted.
You cannot delete a “locked” field that’s tied to a document template.
Limits
There is a maximum of 500 Custom Fields per Chain.