What is custom client field?

A custom client field offers the ability to store information about your clients. Fields can be located on either the summary tab of the client card or on a workflow system-specific tab.

Fields can hold a range of data types including text, dates, trigger dates, currency, e-mail addresses, websites, numbers, yes/no (boolean) and Glide users.

Fields can be populated either directly on the client card, via our Excel import tool, via the Glide API or through the Zapier App.

The contents of custom client fields can be output via and used as filters in the database query engine, they can also be merged into automated e-mail and SMS messages via templates.

To see how to create new fields read this article.