PW
PracticeWings
Account & Settings/Configuration

Custom Fields

4 min readUpdated December 30, 2025
Custom fields let you extend the standard data model to track information specific to your firm's workflows.

Creating a Custom Field

  1. Go to Settings > Custom Fields.
  2. Click New Field.
  3. Choose the entity: Client, Contact, or Task.
  4. Choose the field type: Text, Number, Date, Dropdown, Checkbox.
  5. Name the field and configure options (for dropdowns).
  6. Mark as required if needed.
  7. Click Save.

Custom fields appear in the relevant forms immediately after creation. They can be included in CSV exports and used as filter criteria in saved views.

Was this article helpful?