> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/configuration/custom-fields.md). # Custom fields Track the things your business cares about — gate codes, pets, irrigation zones — on every customer. Custom fields let you track the details your business cares about on every customer record: gate codes, dogs, which zone the irrigation controller is in, whether they leave the check under the mat. The answer is always in the same place instead of buried in somebody's notes. ## Where they show up On every customer's profile, your custom fields are listed in the right-hand column of the **Overview** tab, under the property's address, size, and gate code. Each row shows the field's icon and name, then its value. A field with no value says **Not set**. Nothing nags you to fill it in. Click a field to fill it in or change it. There's no save button: * **Text** and **Number** fields turn into a box. Type, then press **Enter** or click away. **Esc** cancels. * **Select**, **Toggle**, and **Date** fields open a menu or a calendar. Pick a value, or choose **Clear field** to empty it. Custom fields are on customer profiles only; leads and prospects don't have them. You can also add them as columns in Dispatch — see [Views, filters, and columns](/readme/dispatch/views-filters-and-columns.md).

The details in the right-hand column of a customer's Overview tab: Address, Property size, and Gate code rows, then the custom-field rows: a second Gate code field reading Not set, and Pets — Custom fields are listed under the property's details on every customer's Overview tab. Click one to fill it in.

## Set them up {% stepper %} {% step %} ### Open Custom fields Open **Settings → Data & Organization → Custom fields**. [Open Custom fields →](https://shortcutco.com/settings/custom-fields) You'll start with two fields, **Gate code** and **Pets**, marked **default**. They're yours: rename them, reorder them, give them an icon, or delete them. Once you've deleted one, Shortcut won't put it back. Crews see these two on the property card of every visit in **Today**, even if you rename them. If a property has its own gate code, crews see that one instead. Your other custom fields stay in the office. See [The property card](/readme/worker-app/worker-app-overview.md#the-property-card). {% endstep %} {% step %} ### Add a field Click **Add new field**. A new row opens at the top of the list. Type a name where it says **Field name**, then pick a type from the **Type: Text** button. New fields start as **Text**. * **Text:** anything typed. Gate codes, controller locations, a name. * **Select:** a fixed list you choose from. Good when you want the same words every time: *Front / Back / Both*, or *Small / Medium / Large*. * **Date:** a day picked from a calendar. Contract renewal, last aeration. * **Number:** numbers only. Irrigation zones, number of dogs. * **Toggle:** a straight yes or no. *Has a pool*, *Irrigation system*. For a Select field, type each option where it says **Add option** and press **Enter**. A Select field needs at least one option before it can save. There's no Save button. Press **Enter** to save or **Esc** to cancel. Clicking away from the row saves too. {% endstep %} {% step %} ### Give it an icon (optional) Every field has an icon. Until you pick one, a field uses the plain icon for its type, and that icon changes if you change the type. To pick your own, click the small button to the left of **Field name**. Click an icon from the grid, or type in **Search icons** to narrow it down (**Enter** takes the first match). The five type icons come first in the grid, so you can always go back to one. The icon shows next to the field on every customer profile, which makes the field you want quick to spot: a key for the gate code, a warning triangle for the dog that bites.

Pick an icon from the grid, or type to search. The five type icons come first.

{% endstep %} {% step %} ### Put them in order Drag a field by the handle on its left, or use **⋯ → Move up** / **Move down**. The order here is the order the fields appear on every profile, so put the one your office reaches for most at the top. {% endstep %} {% endstepper %}

Settings → Custom fields: each field with a drag handle, its name and icon, its type (Text, Date, Number), how many customers hold a value, and a ⋯ menu, with Add new field at the top right — Custom fields: drag to reorder, click a name to edit, and see how many customers have filled each one in.

## Change or delete a field Click a field's name, or **⋯ → Edit**, to rename it, change its icon, change its type (see below), or edit a Select field's options. Press **Enter** to save or **Esc** to cancel. To delete one, click **⋯ → Delete custom field**: * **If no customer has filled it in,** the row goes straight away and a message like *Deleted “Pets”* appears with an **Undo** button. Click **Undo** while the message is showing to bring the field back. * **If some customers have,** Shortcut asks first and tells you how many. Click **Delete field** to confirm. This can't be undone. Each row shows how many customers have a value in the field. **⋯ → Browse N customers** opens your Customers list. ## Things worth knowing * **You can change a field's type until someone fills it in.** Once any customer has a value, the type locks. While you edit the field, its **Type** shows a small lock; point at it to see *Locked – N customers hold a value*. If you need a different type after that, make a new field, so nobody loses what's already filled in. * **Renaming a Select option keeps everyone's answer. Removing one clears it.** Every customer who had that option picked goes back to empty, and Shortcut doesn't ask first, so rename rather than remove when you can. * **Deleting a field deletes the answers.** When customers have values, Shortcut asks first: *This removes the field and its values on N customers. This can't be undone.* * **Limits.** Up to 20 fields; **Add new field** greys out at 20. Each name can be up to 40 characters and must be different from your other fields. A Select field can have up to 20 options of up to 40 characters each. ## Related pages * [Customers overview](/readme/leads-prospects-customers/customers-overview-+-importing.md) * [Customer tags](/readme/leads-prospects-customers/customer-tags.md) — for labels you filter by, rather than values you record

Not sure whether you want a tag or a custom field?

**Tags** are for grouping — VIP, Commercial, Snow list. You filter and act on them in bulk. **Custom fields** are for facts about one customer — a gate code isn't something you'd group customers by, it's something somebody needs to read. If you want a list of everyone with a certain value on the Customers page, that's a tag — the Customers list filters by tags. Dispatch can also filter the day's stops by a custom field's value.