Tags & Custom Fields
Tags & Custom Fields
Extend your CRM data with colour-coded tags for categorisation and custom fields for storing additional information beyond the standard fields.
Tags
Tags are colour-coded labels you can apply to clients, deals, and orders to categorise and filter your records.
Creating Tags
Go to Settings > Tags & Fields to manage tags. For each tag, set:
- Name – the tag label (e.g. “VIP”, “New Lead”, “Priority”)
- Colour – choose a colour from the picker
- Entity Types – choose which record types this tag applies to (clients, deals, orders)
Using Tags
On any client, deal, or order form, you’ll see a tag selector where you can apply one or more tags. Tags appear as coloured chips on list views and detail pages, making it easy to visually identify record categories at a glance.
Filtering by Tags
On the client list, use the tag filter dropdown to show only records with specific tags applied.
Custom Fields
Custom fields let you store additional data on your CRM records beyond the built-in fields.
Creating Custom Fields
Go to Settings > Tags & Fields and scroll to the Custom Fields section. For each field:
- Name – the field label
- Type – choose from text, number, date, select (dropdown), and more
- Entity Type – which record type this field appears on: client, order, quote, invoice, or line item
Line Item Custom Fields
Fields assigned to the “line item” entity type appear as additional columns on order, quote, and invoice line item tables. They are also included in generated PDFs.
Field Ordering
Drag custom fields to reorder them. The order controls how they appear on forms and detail pages.
Where Custom Fields Appear
- Client fields – shown in the “Additional Information” section on client profiles
- Order/Quote/Invoice fields – shown on the document detail page and in PDFs
- Line item fields – shown as extra columns in the line items table