Custom Field Settings for Clients and Contacts

Custom fields can be used for almost anything and are displayed on each client record for easy access at the top of each, individual client record. 

We support the following field types (with a 2,000 character limit on applicable field types):

• Checkbox
• Text
• Integer
• Decimal
• Date
• Link
• Currency (with "$")
• Picklist
• Multi-Select Picklist

Custom fields can be added to both Client and Contact objects in ClientSuccess.

Client and Contact Custom Field Settings

ClientSuccess Admins or Managers can edit custom fields under Global Settings > Field Settings.

If you'd like to set a default order other than the defaulted alphabetical order for either your fields or a value order inside one of the relevant fields, please contact our Support and they'd be happy to help you with that.

Client custom fields are visible in the client record header, as pictured below:

These client custom fields are also available as part of the global clients grid screen in order create segments.

Contact Custom Fields

Contact custom fields will be found on the individual contact record within a client record. Contact custom fields can also be reordered with a request to support.