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Create custom client fields

Editorial illustration of a client profile card connected to custom field types and a configuration panel.

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

Section titled “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

Section titled “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 and Core Concepts.

Steps

Section titled “Steps”

  1. Open Settings, then Clients, then Fields ( /settings/clients/fields (opens in new tab) ).

    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
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  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
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    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
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    Select Field Type modal with References selected showing client, user, department, program, task, client field, client service, and custom object choices
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  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
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Expected result

Section titled “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

Section titled “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
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Place fields on a Client Profile

Section titled “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
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Troubleshooting

Section titled “Troubleshooting”
SymptomLikely causeWhat to do
Client Fields is missing under SettingsYou lack access to SettingsAsk a workspace owner to grant Settings access for your role
+ New Field is missingYou cannot manage field definitionsAsk a workspace owner to review your Settings access
Create Field stays unavailableField Label or another required setting is emptyEnter Field Label and complete required options for that field type
New field does not appear on a client pageThe field is not on that Client Profile layout yetOpen the profile builder and place the field from CLIENT FIELDS
Custom object types look different than expectedObject types are defined per workspaceUse the types listed for your agency, or select + Create Custom Object

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