# Create custom client fields

> Add custom fields on Client Fields so client records can store the data your agency needs, then place them on a Client Profile layout.

URL: https://www.agencytitan.com/help/clients/create-custom-client-fields/

Create **custom client fields** on **Client Fields** so every client record can store the data your agency needs. Choose a field type, configure the label and settings, then place the field on a **Client Profile** layout when you want it to appear on the client page.

## Who this is for

Agency team members who define client data in **Settings**. You need access to **Settings** so **Client Fields** appears under **Clients**. Without that access, the page may not be available.

## Before you begin

- You are signed in to the correct agency workspace.
- You know what data the field should collect (for example a short label, email, or a reusable structured record).

New to clients and profiles? See [Clients overview](/help/clients/overview/) and [Core Concepts](/help/getting-started/core-concepts/).

## Steps

1. Open **Settings**, then **Clients**, then **Fields** ([/settings/clients/fields](https://app.agencytitan.com/settings/clients/fields)).

   The page title is **Client Fields**. Use **Add Folder**, **Bulk Create**, and **+ New Field** from the header. Search with **Search client fields...**. The list columns are **Field Name**, **Type**, **Shortcode**, and **Required**.

   ![Client Fields page header with Add Folder, Bulk Create, New Field, search, and table columns Field Name, Type, Shortcode, and Required](/docs/screenshots/clients-custom-fields-v1/client-fields-list-step-entry.png)

2. Select **+ New Field**.

   **Select Field Type** opens with a **Client** badge. Categories include **Basic Info**, **Data & Numbers**, **Selection & Choices**, **Content & Text**, **Advanced**, **Custom Objects**, and **References**. The modal reports **48 field types available**. Use **Cancel** to close without creating a field.

3. Choose a field type.

   Under **Basic Info**, common options include **Short Text**, **Email**, **Phone Number**, **Address**, and **Hyperlink**.

   ![Select Field Type modal with Basic Info selected showing Short Text, Email, Phone Number, Address, and Hyperlink](/docs/screenshots/clients-custom-fields-v1/client-fields-select-type-basic.png)

   Pick the category that matches the data you need:

   - **Simple fields** store one configured value (or multiple values when you enable that option), such as short text, email, or phone.
   - **Custom Objects** lists the reusable object types already defined in your workspace, plus **+ Create Custom Object**. Your workspace list will differ from other agencies.
   - **References** link to other records. Options include **Client**, **User**, **Department**, **Program**, **Task**, **Client Field**, **Client Service**, and **Custom Object Reference**.

   ![Select Field Type modal with Custom Objects category selected in the field type list](/docs/screenshots/clients-custom-fields-v1/client-fields-select-type-custom-objects.png)

   ![Select Field Type modal with References selected showing client, user, department, program, task, client field, client service, and custom object choices](/docs/screenshots/clients-custom-fields-v1/client-fields-select-type-references.png)

   :::note
   A **custom object** field stores a structured reusable record. A **Custom Object Reference** links to an existing custom object record instead of defining that structure again.
   :::

4. Configure the field, then select **Create Field**.

   For **Short Text**, the **Configure Short Text** screen includes:

   - **Field Label** (required)
   - **Icon**
   - **Placeholder Text**
   - **Min Length** (default `0`) and **Max Length** (default `255`)
   - **Required field**
   - **Allow multiple values**
   - **Default Value** (optional)
   - **Help Text**
   - **Back**, **Cancel**, and **Create Field**

   AgencyTitan generates the field key from the label. That key becomes the shortcode form `{{client.field_key}}` in the fields list after creation.

   ![Configure Short Text modal with Field Label, Icon, Placeholder Text, length limits, Required field, Allow multiple values, Default Value, Help Text, and Create Field](/docs/screenshots/clients-custom-fields-v1/client-fields-configure-short-text.png)

## Expected result

- The new field appears on **Client Fields** with its **Field Name**, **Type**, and generated **Shortcode**.
- Creating the field definition does not place it on a client page by itself. Open the **Client Profile** builder to add it to a layout when you want it visible there.

## Organize and find fields

- **Add Folder** groups related fields in the list.
- **Search client fields...** filters by name as you type.
- **Bulk Create** opens when you need to add several fields in one pass.
- Turn on **Show System Fields** to include built-in fields. System rows show a **System** badge and a fixed shortcode, for example **Client Name** with `{{client.client_name}}` and **Required**.

  ![Client Fields list with Show System Fields active showing Client Name with System badge, shortcode client.client_name, and Required](/docs/screenshots/clients-custom-fields-v1/client-fields-system-fields.png)

## Place fields on a Client Profile

After you create a field, open a **Client Profile** in the builder when you want it on the client page. With **Fields** selected, the palette groups **CLIENT FIELDS**, **SYSTEM FIELDS**, and **AGENCY FIELDS**. Some system fields are marked **Read-only**.

Creating a field on **Client Fields** only adds the definition. Placement on a profile layout is a separate step.

![Client Profile builder Fields palette showing CLIENT FIELDS, SYSTEM FIELDS with some Read-only labels, and AGENCY FIELDS](/docs/screenshots/clients-custom-fields-v1/client-fields-profile-builder-palette.png)

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Client Fields** is missing under **Settings** | You lack access to **Settings** | Ask a workspace owner to grant Settings access for your role |
| **+ New Field** is missing | You cannot manage field definitions | Ask a workspace owner to review your Settings access |
| **Create Field** stays unavailable | **Field Label** or another required setting is empty | Enter **Field Label** and complete required options for that field type |
| New field does not appear on a client page | The field is not on that **Client Profile** layout yet | Open the profile builder and place the field from **CLIENT FIELDS** |
| Custom object types look different than expected | Object types are defined per workspace | Use the types listed for your agency, or select **+ Create Custom Object** |

## Related articles

- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Create a client](https://www.agencytitan.com/help/clients/create-a-client/): Add a client record from the Clients list using Client Name, Client Profile, and any agency-required fields.
- [Update a client](https://www.agencytitan.com/help/clients/update-a-client/): Edit client details on the Info Sheet and Client Settings, change status and priority from the list, update branding and slug, and reassign the Client Profile template.
- [Find and organize clients](https://www.agencytitan.com/help/clients/find-and-organize-clients/): Search and filter clients on the Clients list, customize columns, sort results, pin important accounts, and switch list layouts.
- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.