Firms using Aiwyn Practice or Aiwyn Engagements may need client custom fields.
Only certain administrative users and Aiwyn Users may create or edit custom fields. Firm staff who need access to manage custom fields must request so from Aiwyn, please contact Support or consult with your Implementation Specialist (if you are in implementation).
The types available when you create a custom field, and the rules for a field's key and display name.
Custom fields
Custom fields are available for:
- Clients
- Contacts
- Projects
Types
| Type | Stores | Appears as |
|---|---|---|
| Boolean | True or false | Checkbox |
| Integer | Whole numbers | Number entry |
| Number | Numbers including decimals | Number entry |
| String | Free-form text | Text entry |
- Field type cannot be changed once the field is created
Key
The key is the field's stable system name. It identifies the field to integrations and exports rather than to staff.
- Must be unique among your firm's custom client fields.
- Cannot be changed after the field is created.
Display name
The display name is what staff see on the client record.
- Must be unique among your firm's custom client fields.
- Can be changed after the field is created.
Description
Optional. Explains the field's purpose. Only shown when managing custom fields.
Related
- Manage custom fields