Overview
Custom Fields allow you to store data that Copilot doesn’t track natively.
Example: If you run a dog-walking business and want to record how many dogs each customer has, you can create a “Number of Dogs” custom field. This field will then appear on each customer’s profile, allowing you to record that specific detail.
Step 1: Create a New Custom Field
Go to Resources > Custom Fields.
Click + New Field.
Step 2: Choose Where the Field Applies
In the Applies To dropdown, select where this custom field should appear—such as Customers, Projects, or Visits.
This determines which records will display the field.
Step 3: Name Your Field
Enter a descriptive Name that clearly identifies what you’re tracking.
Example: Number of Dogs, Preferred Contact Method, or Membership Level.
Step 4: Select the Field Type
Under Type, choose the kind of data you want to collect.
Options include:
Text — for words or short notes
Integer — for whole numbers
Decimal — for numbers with decimals
Date — for specific calendar dates
Choosing the right type ensures your data is stored and sorted correctly.
Step 5: Configure Optional Settings
Transferable Field
Enable this option if you want data in this field to carry across related records.
Example: If a custom field is added to a recurring series of visits, any updates made to one visit automatically apply to all visits in the series—saving you from duplicate updates.
Default Value
Set a Default Value if you want the field to auto-fill with a specific value when a new record is created.
Step 6: Save Your Custom Field
Once you’ve entered all the details, click Save Field.
Your new field will now appear on all relevant records according to your Applies To setting.
Important:
Custom Fields are a powerful way to tailor Copilot CRM to your workflow. Use them to track unique customer data, project details, or metrics specific to your business.