Creating and Managing Custom Fields

Custom Fields are how you extend the platform to match your agency’s processes. They let you capture extra data on Customer and Policy records, grouped in clear sections, and reused across Automation, Web Forms, and Custom PDF Templates. Define once—then auto‑fill documents and forms without copy/paste.

Why this matters: Every agency collects different details. Custom Fields keep those details structured, visible where agents work, and available for automated campaigns, e‑signable PDFs, and public/private web forms.

Where to Manage Custom Fields

Navigate to: Administration > Customizations > Custom Fields.

Create, edit, or delete fields here. The list shows name, type, target entity, group, display order, creator, and status.

Custom Fields list with name, type, target, group, order and status columns — Agency‑wide Custom Fields list and status.

Create a Custom Field

Click New Custom Field. The form has two parts: General and Field Group.

General

Set the basics for how the field behaves and where it appears.

Field Name – The label agents will see.
Field Type – How the field renders. Options include: Single‑line Text, Multi‑line Text, Number, Decimal Number, Checkbox, Date, Dropdown List, Checkbox List, Radio Button List, List Box.
Target Entity – Customer or Policy.
Required – Enforce completion during creation/edit when applicable.
Description – Internal help text so agents know what to enter.

General tab of the Create Custom Field form showing name, type, target entity, required toggle, and description — General settings define name, type, target entity, required, and description.

Field Type dropdown with options such as text, number, checkbox, date, dropdown and list controls — Choose the Field Type to control the input experience and validation.

Field Group & Display Order

Place the field inside a Field Group so agents see related fields together on the Customer or Policy page. You can select an existing group or create a new one on the spot, then set the Display Order for how fields stack within that group.

Status

Use Status to control visibility. When a custom field is disabled/hidden, it will not render on any Customer or Policy page—even if it belongs to a Field Group. Toggle it back to visible to re‑enable without losing mappings or historical data.

How Fields Render on Records

On the Customer/Policy page, each Field Group appears as a panel with its fields inside. Agents can view and update values inline alongside core profile data—no need to open separate tools.

Customer Details page showing two Field Groups side by side with custom fields populated — Example: Field Groups on a Customer record keep extra details organized.

Powering Automation, Web Forms, and PDFs

Because Custom Fields are first‑class data, they can be mapped into Custom Web Forms and Custom PDF Templates. Automated campaigns can request missing info via web forms and then generate PDFs (certificates, forms) with values auto‑filled—no retyping, fewer errors, faster turnaround. For generating forms from templates, see Generate Web Forms and Generate PDF Forms & Certificates. To orchestrate end‑to‑end workflows, see Automated Pipelines.

Name stability: Pick clear, stable names—these show up in mappings to forms and PDFs.
Right type: Choose the tightest field type (e.g., Date vs. Text) to improve data quality.
Small groups: Group by task or topic; long mixed groups slow agents down.
Required wisely: Only enforce when the value is truly needed at creation time.

Optional Demo: