Custom Fields

What is a Custom Field?

Custom Fields represent pieces of information stored individually per Client.

When comparing them with a classical Spreadsheet, a Custom Field would be a column within the Spreadsheet holding the same type of information for each row (Client) with individual values stored in the cells.

When importing or exporting Clients, the values of their Custom Fields are imported/exported as well.

Custom Fields are a Global Feature and can be re-used within multiple Rollouts.

They can be managed under Settings -> Custom Fields by users who are at least Rollout Manager.


Other features accessing Custom Fields

The Client Detail View has a dedicated tab for displaying the Custom Fields for the user to interact with:

On this image, the group for the default fields was hidden.

Every mutation of Custom Field values is stored in the Client's history:

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