Omnisnia CRM Docs / Custom Fields

Custom Fields

Custom fields let your organization extend Omnisnia’s records with its own fields — a “Renewal date” on clients, an “Account tier”, or anything else you need to track. They appear on the record alongside the built-in fields and can be used to group and filter reports.

What a custom field is

A custom field is a field your organization defines and adds to a record type. Custom fields belong to your organization , so each organization has its own set, and they do not leak across the tenant boundary.

Custom fields can be defined on these record types:

  • Clients
  • Leads
  • Deals
  • Contacts

Defining a custom field

Each custom field definition has:

  • A field key — a stable machine-readable name, unique within the record type for your organization.
  • A label — the human-readable name shown on the record.
  • A field type — one of:
    • Text — free-form text
    • Number — a numeric value
    • Date — a date
    • Select — a choice from a fixed list; you supply the allowed options as a comma-separated list
    • Checkbox — a yes/no value
  • A required flag — whether a value must be provided.

Define the field once, and it becomes available on every record of that type in your organization. You can remove a custom field definition when you no longer need it.

Using custom fields on clients

Once a custom field is defined on clients, it appears when you create or edit a client , alongside the standard fields. Enter its value like any other field. If the field is marked required, a value must be provided; if it is a select field, you choose from the options you defined.

Values are validated against the field’s definition when you save — for example, a select field only accepts one of its allowed options.

Custom fields in reports and filters

Custom fields are first-class in reporting :

  • Group by a custom field — build a report that breaks records down by one of your own fields, for example clients grouped by “Account tier”.
  • Filter by a custom field — narrow a report to records with a particular custom-field value, using the same operators as any other filter.

This means the fields you invent for your business become dimensions you can measure and slice by, not just labels on a record.

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