FieldCamp allows users to add custom properties to client records, enabling businesses to store additional, relevant details. Custom properties can be added directly from the Organize Tab in the Client Table for quick modifications and efficient data management.
Understanding Custom Properties in FieldCamp
Custom properties transform FieldCamp from a standard CRM into a business-specific client management system.
Every business captures unique client information beyond basic contact details - a landscaping company might track property size and irrigation systems, while a cleaning service needs to know pet information and alarm codes.
Custom properties enable businesses to store these industry-specific, operationally critical details directly within client records, ensuring teams have access to the exact information they need for superior service delivery.
These custom fields integrate seamlessly throughout FieldCamp's ecosystem, appearing in client cards, reports, filters, and automated workflows. By extending the default client schema with business-specific properties, organizations create a tailored database that reflects their unique operational requirements and client relationships.
Adding Custom Fields via the Organize Tab in the Client Table
Access the Client Table
Navigate to the Clients section from the main menu.
Click the Organize button at the top-right corner.
Add a Custom Field
Select Properties from the Organize menu.
Click “+ Add Property”.
Enter the field name and choose a field type:
Text: Freeform input (e.g., Notes, Client Interests)
Dropdown: Predefined choices (e.g., Membership Level: Bronze, Silver, Gold)
Date: Calendar selection (e.g., Contract Start Date)
Checkbox: Yes/No or True/False fields (e.g., Subscribed to Newsletter)
Click Apply to save the property.
2. Applying Custom Fields to Clients
When adding or editing a client, the custom fields will now appear in the client form.
Enter the relevant data (e.g., Preferred Contact Method: Email).
Click Save to update the record.
3. Managing Custom Fields
Edit Fields: Return to the Organize Tab to modify field names or types.
Delete Fields: Remove unnecessary fields using the delete option in the Organize Tab.
Applying Custom Fields to Clients
During Client Creation
When adding a new client, custom fields appear automatically in the client form
Fields display in the order created, with required fields marked with asterisks
Enter relevant data matching field specifications (e.g., "Preferred Contact Method: Text Message")
System validates entries against defined rules before saving
For Existing Clients
Open any existing client record through the Client Table
Custom fields appear in the Details tab, ready for data entry
Bulk update multiple clients using the table's multi-select feature
Import existing data via CSV to populate custom fields en masse
Field Visibility and Permissions
Custom fields respect user role permissions
Administrators can restrict field visibility by team or role
Sensitive fields can be marked as "Admin Only"
Field history tracks all modifications with timestamps
Key Benefits of Custom Properties
Enhanced Client Data: Capture additional details tailored to your business needs.
Flexible Configuration: Quickly add or modify fields via the Organize Tab.
Improved Organization: Categorize and filter clients using custom properties.
Scalable CRM: Adapt FieldCamp to store unique data relevant to your business.
With FieldCamp’s custom properties feature, businesses can personalize their CRM experience, ensuring relevant client information is always at hand.