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Client custom fields let you store extra information on each client profile — beyond name, email, company, and address. Define the fields once in Workspace Config, then fill them in on client profiles and keep them visible for the whole team.
Only SuperAdmin and Admin roles can create, edit, or delete custom field definitions. Team members with client access can fill in values on client profiles.

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Before you start

  • Access to Workspace Config → Custom Fields
  • A plan that includes CRM custom fields for your workspace

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How client custom fields work

  1. An admin creates a definition (name + type) with Belongs to = Client.
  2. That definition appears on every client profile in the workspace.
  3. Your team (or Claude/Cursor via MCP) fills a value on each client.
  4. Client and lead fields are separate catalogs. Reusing the name Industry on clients is fine even if leads already have Industry — they are two definitions with different ids.

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Create a client custom field

1

Open Custom Fields

Go to Workspace Config → Custom Fields.
2

Start a new field

Click Create Custom Field.
3

Choose Client as the owner

In Belongs to, select Client. The field will appear only on client profiles (not on leads or tasks).
4

Name the field and pick a type

Enter a clear name (for example, Contract renewal date or Preferred channel). Choose a type:For dropdown types, add the allowed options. Toggle Required if the field must be filled when creating or editing a client.
5

Save

Click Create. The field appears in the Custom Fields list with belongs-to Client.
Mirror important lead fields on the client side when you regularly convert prospects. That makes conversion mapping smoother.

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Duplicate field names

AgencyHandy blocks a second client field with the same name (case and spacing ignored). Examples: If create is blocked for a duplicate, reuse the existing client field id from the list instead of creating another.

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Fill in values on a client

1

Open a client

Go to CRM → Clients and open a client profile.
2

Find Custom Fields

In the client profile, open the section that shows Custom Fields (often under primary information or a dedicated block).
3

Enter values and save

Complete the fields your workspace defined, then save. Values stay on the profile for orders, billing, and team handoffs.

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Use with Claude or Cursor (MCP)

With AgencyHandy MCP (agencyhandy-mcp@1.5+):
  1. List client definitions: ah_custom_field_list with type client.
  2. Fill by definition id (ah_custom_field_set_values or customFields on ah_client_create).
  3. To update an already-filled value, load the client with ah_member_custom_fields and prefer the existing value row id when present.
Example prompts:
  • “List our client custom fields.”
  • “Create client Ada Lovelace and set VIP to true.”
  • “On client ada@acme.com, set Preferred channel to Slack.”

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Carry fields over from a lead

When converting a lead to a client, you may be asked which lead custom fields to add or map onto the client.
  1. Create matching Client custom fields first if they do not exist yet.
  2. During conversion, select which lead fields to carry over.
  3. Confirm values on the new client profile after conversion.
See Lead Custom Fields for defining lead-side fields.

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Manage existing client fields

From Workspace Config → Custom Fields:
  • Search or filter by name and belongs-to (Client)
  • Edit the field name, options, or required setting
  • Delete fields you no longer need (existing values on clients may be cleared — confirm before deleting)

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Import and lists

Client list views and CSV import focus on standard profile columns. Custom field definitions still live in Workspace Config; fill custom values on each profile (or after import) so data stays consistent.