Custom fields
Every agency tracks something slightly different: a segment, a contract number, the account manager on the client’s side, or simply a “newsletter” tick. Custom fields let you add those yourself, with a real type behind them. They then show up on the form, in the list’s column picker and in your exports, automatically.
Where to find it
Section titled “Where to find it”Instellingen → Aangepaste velden (Settings → Custom fields), in the “Gegevens & keuzelijsten” (Data & lists) group. Across the top sits a row of tabs, one per kind of record that accepts custom fields. Clients, contacts and projects are always there; which others you see depends on the modules you have switched on.
Creating a field
Section titled “Creating a field”- Pick the tab for the kind of record the field belongs to.
- Under Nieuw aangepast veld (New custom field), fill in the Label. The language toggle top right switches between Dutch and English. Translations are optional: a missing language falls back to the other one.
- Choose a Type.
- For Keuzelijst (Select) and Meervoudige keuze (Multi-select) an Opties (Options) box
appears. One option per line, written as
value|Label. - Tick Verplicht (Required) if the field must always be filled in.
- Positie (Position) is a number that sets the order; a lower number sits higher up the form.
- Press Aanmaken (Create).
You never type the Sleutel (Key) yourself. It is derived from the label and shown in the table beside the field. It is the name the value is stored under, and the column heading you get back in an export.
The types
Section titled “The types”| Type | What it holds |
|---|---|
| Tekst (Text) | One line of plain text |
| Lange tekst (Long text) | Several lines in the rich-text editor, formatting and @/# mentions included |
| Getal (Number) | A number; anything that is not one is refused |
| Ja / nee (Yes / no) | A tick box |
| Datum (Date) | A date, with a date picker |
| Datum & tijd (Date & time) | A date with a time on it |
| Keuzelijst (Select) | Exactly one of your own options |
| Meervoudige keuze (Multi-select) | Zero or more of your own options, as tick boxes |
| E-mailadres (Email) | An address, validated |
| URL | A web address, validated |
| Telefoon (Phone) | One line of text, in a telephone input |
In a select list the value (left of the |) is what gets stored and the label (right) is
what people see. You can change a label later without breaking anything; the stored values stay
correct.
Where the fields turn up
Section titled “Where the fields turn up”- On the form where you create or edit that record, ordered by Positie, with a red asterisk on a required field.
- On a contact’s page and a project’s page the filled-in values are also shown among the details.
- In the Kolommen (Columns) popover of Klanten, Contactpersonen, Projecten, Domeinen and Websites. They are off by default, so you switch on the ones you want. You cannot sort on a custom field, so those columns carry no sort control either.
- As a column in export and import, using the key as the heading.
Editing, switching off and deleting
Section titled “Editing, switching off and deleting”Each row in the table carries the ⋯ menu, with Bewerken (Edit), Deactiveren (Deactivate, or Activeren to switch it back on) and Verwijderen (Delete).
Editing covers the label, the options, Verplicht and the position. The key and the type are shown with a padlock: “De sleutel ligt vast na aanmaken” and “Het type ligt vast na aanmaken” — the key and the type are fixed once the field exists. That is deliberate: otherwise already stored values would no longer match their own field. If you need a different type, create a new field.
Deactiveren takes the field out of forms and lists without throwing anything away; the row then greys out in the table and the action becomes Activeren.
Permissions
Section titled “Permissions”| Permission | What it opens | Default |
|---|---|---|
settings.customfields.read | Seeing and filling in the fields on forms and in lists | Administrator, Member, Client |
settings.customfields.write | The screen itself: creating, editing, deactivating and deleting fields | Administrator |
Both are set per role under Instellingen → Rollen (Settings → Roles). Without the write permission, the Aangepaste velden card is not drawn in Instellingen at all.
Good to know
Section titled “Good to know”- Required is enforced on every save, imports included. If you make an existing field required later, you will notice: a record where it is still empty cannot be saved again until it is filled in.
- An import that carries no column for a custom field leaves the existing values alone. Only what you send is overwritten.
- Labels are your organisation’s data, not our translations. Everyone sees the label in the language they work in; failing that the other language, and failing that the key.
- If a kind of record has no tab on this screen, it does not accept custom fields (yet).