Custom Fields helps you add information about your clients for marketing, sales, and service processes. Admins can add any number of custom fields to Canopy.
Add a Custom Field
1. Click on your profile on the global navigation bar.
2. Choose Settings on the pop-out menu.
3. Select Custom Fields.
4. Click Create Custom Field on the top right-hand of the page.
5. Enter a Field name.
6. Select a Field type.
Text input provides a field for one line of text to be entered.
Date provides a field for you to enter a date in mm/dd/yyyy format or select a date from a calendar.
Dropdown select enables the selection of a single option from a dropdown menu of several options.
Multi-select allows the selection of one or more options listed.
7. Select the applicable option from the Applied to box.
Selecting either Individuals or Businesses will only display this custom field when adding the client type specified.
8. Click Create.
Your new custom field will be immediately displayed on the Custom Fields screen as well as on the Add Client and Edit Client screens.
For more information, refer to the Adding a Client article.
Create a Dropdown Select Custom Field
1. Click Dropdown select from the Field type menu in the Create custom field window.
2. Enter a name for the drop-down option in the field provided.
3. Click Add an option.
If needed, click Load options to load preset options such as States or Months of the year.
4. Continue adding additional options as needed.
Alternatively, select Load options to autofill States or Months of the year.
Create a Multi-Select Custom Field
The difference between a multi-select custom field and a drop-down select custom field is the ability to select more than one option. A drop-down select only allows the selection of one option whereas multi-select custom fields enable the selection of more than one option.
1. Click Multi-Select from the Field type menu in the Create custom field window.
2. Enter a name for the drop-down option in the field provided.
3. Click Add an option.
If needed, click Load options to load preset options such as States or Months of the year.
4. Continue adding additional options as needed.
Edit a Custom Field
Editing a custom field only includes editing the Field name and the options under the Applied to menu. The Field type is not available for edits after initial creation.
1. Select a custom field from the Custom Fields list.
2. If needed, edit the Field name.
Note: Edits to a custom field will not update on existing letter templates. The original custom field must be manually removed from the template and replaced with the updated field.
3. Select a different option from the Applied to box.
If selecting a new option that is not Both, be aware that new application rules to a custom field will remove the custom field data from all clients previously assigned to this custom field.
This change cannot be undone.
Field type cannot be edited.