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.

1. 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.