# Custom Field

## **Custom Fields in Agency Handy**

Custom Fields allow you to collect additional information from your **Leads** and **Clients** based on your agency’s needs. If the default fields are not enough, you can create your own and control how they appear across your workspace.

Only **Superadmin** and **Admin** users can create or delete custom fields.

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### **1. Where to Find Custom Fields**

1. Go to **Workspace Config** (bottom-left of your sidebar).
2. Select **Custom Fields**.
3. You will see a list of all fields created for Leads and Clients.

<figure><img src="/files/121ovWj9qXRCY4Au0xbd" alt=""><figcaption></figcaption></figure>

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### **2. How to Create a Custom Field**

1. Click **Create Custom Field**.
2. Fill out the following settings:

<figure><img src="/files/BtHuu7v6206nz6wfNJG2" alt=""><figcaption></figcaption></figure>

#### **Field Name**

* The label that will appear on Lead/Client profiles.\
  Example: *Company Size*, *Project Budget*, *Industry Type*

#### **Field Type**

Choose how the field should behave:

* **Text** – open text input
* **Number** – numeric values only
* **Date** – date selector
* **Dropdown (Single Select / Multi Select)** – create your own options
* **Boolean (Yes/No)** – simple toggle
* **File Upload** – upload documents or attachments

<figure><img src="/files/cHDYKunORInm4FtVYMAX" alt=""><figcaption></figcaption></figure>

#### **Belongs To**

Choose where the field will appear:

* **Lead**
* **Client**

(You must select at least one.)

#### **Required Toggle**

* Turn **ON** to make the field mandatory in the Lead/Client form.
* Users cannot save the form without filling it.

#### **Active Toggle**

* Turn **OFF** to hide the field from forms and profiles.
* When turned back **ON**, previously stored data will reappear.

3. Click **Save** to create the field.

***

### **3. Managing Custom Fields**

#### **List View**

All fields appear in a table showing:

* Field Name
* Field Type
* Belongs To (Lead/Client)
* Active status

#### **Editing Fields**

* Field properties **cannot be edited** once created.\
  (This ensures consistent data structure.)

#### **Deleting Fields**

* Click the delete icon to remove a field permanently.
* Deleting a field removes it from all profiles but **stored data remains in the system**.

***

### **4. Using Custom Fields in Lead & Client Profiles**

#### **For Leads**

* Superadmin/Admin can edit custom field values in a Lead profile.

<figure><img src="/files/9L89cotAdt7atVOPhMFl" alt=""><figcaption></figcaption></figure>

#### **For Clients**

* Superadmin/Admin/Client can edit custom field values in Client profiles.

<figure><img src="/files/2XRNne2s1ur3fV2SyNp3" alt=""><figcaption></figcaption></figure>

***

### **5. Custom Fields During Lead → Client Conversion**

When converting a Lead to a Client:

* All custom fields (Lead + Client fields) will appear in the **Convert to Client** modal.
* You can select which fields should be carried over to the Client profile.

<figure><img src="/files/yIl2VfMZjTKuN9axppCj" alt=""><figcaption></figcaption></figure>

***

### **6. How Required and Active Toggles Work**

#### **Required**

* If ON, users must fill the field before saving.
* Works for both Lead and Client forms.

#### **Active**

* If OFF, the field is hidden everywhere.(in the creation flow)
* When turned back ON,  reappears.
* Useful for seasonal or temporary fields.

***

### **7. FAQs**

#### **Q: Will Client-only custom fields appear during Lead → Client conversion?**

**Yes.**\
During conversion, the system shows all fields that appear on the “Create Client” form. This helps you fill everything in one step.

#### **Q: Will deleting a field remove existing data?**

No. The field disappears from the UI, but the stored data stays safely in your database.

#### **Q: Can I reorder or edit existing custom fields?**

Not in V1. You can only delete or toggle Active/Inactive.


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