# 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.
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### **2. How to Create a Custom Field**
1. Click **Create Custom Field**.
2. Fill out the following settings:
#### **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
#### **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.
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### **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**.
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### **4. Using Custom Fields in Lead & Client Profiles**
#### **For Leads**
* Superadmin/Admin can edit custom field values in a Lead profile.
#### **For Clients**
* Superadmin/Admin/Client can edit custom field values in Client profiles.
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### **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.
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### **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.
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### **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.
