Custom fields in Quotify allow you to tailor the system to fit your company’s specific needs by adding additional fields to key modules such as Leads, Customers, Projects, Tasks, and more.
How to Add a Custom Field
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Navigate to Setup → Custom Fields.
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Click New Custom Field.
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Choose where the field will be applied. (Only available modules will appear in the dropdown. For example, selecting "Leads" will also allow merging into the client area upon conversion.)
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Enter a Field Name.
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Choose the Field Type (e.g., text, dropdown, checkbox).
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If using dropdown or checkbox, add your options separated by commas (e.g.,
orange,juice,banana). -
Set the Order (default is 0) to define its position if there are multiple fields under the same module.
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Toggle Disabled if you don’t want the field to be shown anywhere. (Values will be retained unless the field is deleted.)
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Mark as Required if the field must be filled out when editing records.
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Use Restrict visibility to administrators only to limit access and editing to admin users.
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Adjust Visibility Settings:
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Show on table views, PDFs, and customer portals.
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Note: If set to show on the customer portal but unrelated to the customer profile, it will still appear in listing tables.
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Set layout width using the Grid option (e.g.,
col-md-6for half-width fields).
Click Save to apply your custom field.