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Custom Client Fields

Learn how to capture business-specific data by creating and managing custom client fields. This guide covers how to configure field types, set visibility permissions for staff and clients, and utilize custom data as dynamic placeholders in your online documents or email marketing campaigns.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Customizing Your Data with Custom Fields

Pike13 custom fields allow you to collect tailored business data with granular visibility and requirement settings. These fields can also serve as dynamic document placeholders, though "document-only" data is saved exclusively to the signed agreement rather than the client profile.

 

Create a Custom Client Field

  1. Go to Settings > Advanced Settings.
  2. Select Custom Fields under Client Signup.
  3. Click + New Custom Field.
  4. Enter your title for the new custom field.
  5. If necessary, you can add a note that clients will see to explain why you need this information under Why ask for this?
  6. Choose how you want to collect information for this question under Which answer options do you want to offer? Your choices are:
    1. Freeform Text
    2. Date Only
    3. A list of choices that you define which also allows choosing multiple options
    4. Yes/No answers
  7. You will determine whether the field is required, optional, or hidden during client signup for each client type.
  8. Choose whether the field is shown in profiles to clients and staff members under Is this field used in client profiles?
  9. Choose whether staff members need to provide this information upon signing in under Is this field required when staff members claim their accounts?
  10. Determine whether this field is shown to all staff members, manager and owners only, or to no one under Is this field used in staff member profiles?
  11. Tell the system whether this should be a placeholder in online documents under Can this field be used when creating documents?
  12. If you want to use this field as one of the 30 merge tags in MailChimp for segmenting your client lists in targeted email campaigns, make sure the Sync this field to MailChimp checkbox is checked.
  13. Click Save.

Edit a Custom Client Field

  1. Go to Settings > Advanced Settings.
  2. Select Custom Fields under Client Signup.
  3. Choose Edit next to the Custom Field you wish to update.
  4. From here, you can update the field names, type of custom field and where it is shown.
  5. To update the type of Custom Field, click the down arrow next to Which answer options do you want to offer?
  6. Select the one you wish to change it to.
  7. If you select List of choices you define, you will need to click Add an option.
    1. Enter your option for answering the question.
    2. Continue to add all of options for answers. 
  8. Scroll down to update where this field can be shown.
  9. Click Update.