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Adding custom fields to companies/customers

Create custom fields to store extra information about your customers, then add them to document templates so they display on your PDFs.

Use custom fields to store additional information about your customers. These can also be added to the document templates for display in the PDFs.
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Create the custom field

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, above the Recently Created Jobs panel

2. Click "Custom Fields"

Settings menu list with the Custom Fields option highlighted between Business Types and Customer Portals

3. Click "Companies" / "Customers"

Custom fields settings with the module list open and the Customers tab highlighted, below Lead and above Contacts

4. Click "Create Custom Field"

Customer Custom Fields page in Custom Fields settings with the Create Custom Field button highlighted above the fields table

5. Select the type of field and the label

Create a new field dialog with Type set to Text and the Label field highlighted, above the purple Create button

6. Click Create

Create a new field dialog with Type set to Text and Label VendorNo, with the Create button highlighted

7. The new field is now available on the Company/Customer Record

Company record details with the new VendorNo custom field highlighted below Credit Limit, Payment Term and Source fields

Add the field to a document template

8. In the settings page, click "Document Templates"

Settings menu list with "Document Templates" highlighted by an orange click marker, between Customer Portals and Domains

9. Edit the template

Uploaded files list with Uploaded and Archived columns, with the Edit button highlighted on the template row dated 02/05/2024

10. Enter the label of the field preceded by "{Client". In this example, {ClientVendorNo} is added.

Note that if your label includes spaces these will need to be replaced with underscores. So "Vendor Number" becomes "{ClientVendor_Number"}.

11. Click "Step 1: Preview" to check that the variable resolves as expected. If the curly brackets {} are showing, the variable name has not been entered correctly.

Save the document.

Document template editor toolbar with the Step 1: Preview button highlighted, next to Search Variables and Revert

Learn more: document templates in Zigaflow

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