Managing Custom Fields

All Plans

Custom fields allow you to track data specific to your business that isn't included in CloudBridal's standard fields. Rather than using generic notes fields, custom fields provide structured, searchable data that can be used in reports, filtered in tables, and displayed on forms and receipts.

Contents

• Available Custom Field Entities
• Creating Custom Fields
• Field Configuration Options
  • Basic Settings
  • Advanced Options
• Dropdown Custom Fields
• Managing Custom Fields
• Best Practices
• Custom Fields in Action

Available Custom Field Entities

CloudBridal supports custom fields for the following entities:

• Customers/Prospects - Track additional customer information
• Orders - Store order-specific data
• Order Measurements - Track detailed measurement information
• Appointments - Record appointment-specific details
• Inventory Items - Add product specifications
• Purchase Orders - Track vendor order details
• Tasks - Store task-related information

Creating Custom Fields

1. Navigate to the Settings page for the entity type (e.g., Customer Settings, Order Settings)
2. Enable the "Use Custom Fields" checkbox if not already enabled
3. Click the green Add Custom Field button

Field Configuration Options

Basic Settings

• Field Label: The name displayed for the field
• Field Type: The data type stored in the field
  • Text - For general text data
  • Checkbox - For yes/no values
  • Currency - For monetary values (displays currency symbol)
  • Date - For date selection
  • Number - For numeric data
  • Phone Number - For formatted phone numbers
• Display Mode:
  • Default - Allows free-form text entry
  • Dropdown - Provides a list of predefined values
• Field Width: Controls how much space the field uses in forms
  • Automatic - Adapts to the field type
  • Small - For short data like checkboxes
  • Medium - For most text fields
  • Large - For longer data fields
  • Full Width - Spans the entire form width

Advanced Options

• Required: Makes the field mandatory for form submission
• Hidden: Keeps the field in the database but hides it from UI (preserves historical data)
• Show in Related Reports: Includes the field in relevant reports
• Show When Printing: Displays the field when printing documents like receipts
• Default to Today's Date: (Date fields only) Automatically uses the current date

Dropdown Custom Fields

When you select "Dropdown" as the display mode, you'll see additional options to manage predefined values:

1. Click "Add Value" to create a new dropdown option
2. Enter the text that should display in the dropdown
3. Use the drag handles to reorder values
4. Use the trash icon to remove values

Dropdown fields are ideal for data that falls into specific categories, such as:

• Dress silhouettes
• Fabric types
• Vendor communication methods
• Preferred contact times

Managing Custom Fields

After creating custom fields, you can:

• Reorder fields: Drag and drop rows in the custom fields table to change their display order
• Edit fields: Click the pencil icon to modify field settings
• Hide fields: Toggle the visibility without losing historical data
• Delete fields: Remove fields completely (this permanently deletes all data entered in that field)

Best Practices

• Use descriptive labels: Choose clear, concise field names
• Choose appropriate field types: Select the right data type for validation
• Consider reporting needs: Enable "Show in Related Reports" for fields you'll want to analyze
• Organize logically: Group related fields together through ordering
• Use dropdowns for consistency: When data should be standardized, use dropdown fields
• Start with fewer fields: Begin with essential fields and add more as needed
• Hide instead of delete: Hide obsolete fields to preserve historical data

Custom Fields in Action

Custom fields appear in relevant forms throughout CloudBridal:

• Customer Profile: Customer custom fields appear in the customer information form
• Order Form: Order custom fields display in the order creation/edit screens
• Appointment Form: Appointment custom fields show when scheduling
• Inventory Form: Inventory custom fields appear in the item details
• Reports: Fields with "Show in Related Reports" enabled appear as filter and column options

Custom fields can also appear on printed documents when "Show When Printing" is enabled, allowing you to display specialized information on receipts, agreements, and other customer-facing documents.