> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Vlastní pole klientů: sledujte další detaily klienta

> Vytvářejte a spravujte vlastní pole pro klienty ve Workspace Config.

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.

<Note>
  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.
</Note>

## Before you start

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

## 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.

## Create a client custom field

<Steps>
  <Step title="Open Custom Fields">
    Go to **Workspace Config** → **Custom Fields**.
  </Step>

  <Step title="Start a new field">
    Click **Create Custom Field**.
  </Step>

  <Step title="Choose Client as the owner">
    In **Belongs to**, select **Client**. The field will appear only on client profiles (not on leads or tasks).
  </Step>

  <Step title="Name the field and pick a type">
    Enter a clear **name** (for example, `Contract renewal date` or `Preferred channel`). Choose a **type**:

    | Type                         | Use for                          |
    | ---------------------------- | -------------------------------- |
    | **Text**                     | Free-form notes or short answers |
    | **Number**                   | Seats, retainers, numeric scores |
    | **Boolean**                  | Yes/no flags (for example, VIP)  |
    | **Dropdown (Single Select)** | One choice from a list           |
    | **Dropdown (Multi Select)**  | Multiple choices from a list     |
    | **Attachment**               | Contracts, NDAs, or other files  |

    For dropdown types, add the allowed **options**. Toggle **Required** if the field must be filled when creating or editing a client.
  </Step>

  <Step title="Save">
    Click **Create**. The field appears in the Custom Fields list with belongs-to **Client**.
  </Step>
</Steps>

<Tip>
  Mirror important lead fields on the client side when you regularly convert prospects. That makes conversion mapping smoother.
</Tip>

## Duplicate field names

AgencyHandy blocks a second **client** field with the same name (case and spacing ignored). Examples:

| You try to create   | Existing client field | Result                                              |
| ------------------- | --------------------- | --------------------------------------------------- |
| `VIP`               | `VIP`                 | Not created — **Field already exists**              |
| `vip`               | `VIP`                 | Not created (same name after normalize)             |
| `Preferred channel` | `preferred channel`   | Not created                                         |
| `VIP`               | Lead field `VIP` only | **Allowed** — lead and client catalogs are separate |

If create is blocked for a duplicate, reuse the existing client field id from the list instead of creating another.

## Fill in values on a client

<Steps>
  <Step title="Open a client">
    Go to **CRM** → **Clients** and open a client profile.
  </Step>

  <Step title="Find Custom Fields">
    In the client profile, open the section that shows **Custom Fields** (often under primary information or a dedicated block).
  </Step>

  <Step title="Enter values and save">
    Complete the fields your workspace defined, then save. Values stay on the profile for orders, billing, and team handoffs.
  </Step>
</Steps>

## Use with Claude or Cursor (MCP)

With [AgencyHandy MCP](/cs/integrations/claude-cursor-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](mailto:ada@acme.com), set Preferred channel to Slack.”

## 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](/cs/crm/lead-custom-fields) for defining lead-side fields.

## 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)

## 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.

## Related

* [Clients](/cs/crm/clients) — create, import, export, and portal access
* [Lead Custom Fields](/cs/crm/lead-custom-fields) — fields on prospects before conversion
* [Leads](/cs/crm/leads) — pipeline and convert to client
* [Claude & Cursor MCP](/cs/integrations/claude-cursor-mcp) — fill fields from AI tools