Overview

If you're looking for a way to make your clients’ info even more personalized and integrated into your business, Custom Fields can be an excellent solution to that. Nutcache’s Custom Fields enable users to make their organization richer by adding more information. This feature allows you to add different values to all of your organization’s clients.

Who can use this feature?

Members with the status of administrator or higher can manage all custom fields, project managers can also manage, but only projects that they are assigned to, and the regular members can set values to the custom fields.

How to add a new custom field to a client

First, after logging into your Nutcache account, you go to the Company module (1), select the Clients tab (2) and then click on the "✨Custom fields" button (3).

If it’s your first custom field, you’ll go straight to the creation form. If you already have custom fields, just click the "+ Custom field" button to add a new one.

Next, you can select one of the field types from the dropdown menu, add a name to the custom field, and finally give a description to clarify what this field is about.

Kudos! The custom fields you have created will automatically be added to your clients.

To edit or delete an existing custom field, just access the list of custom fields created, click on the More options icon (three dots), and then select the option you want.

Say goodbye to tasks lacking contextual and detailed information across your entire organization. Now you have the power to create, edit and delete as many custom fields as you need, so your team can work with all the information that matters.