Custom Fields and Preferences
Configure organization timezone, theme, custom fields, formulas, and module-specific data capture.
Custom Fields and Preferences
Custom fields and preferences let admins tailor the PSA to the organization's process.
Navigation
- Preferences: /settings/preferences
- Custom Fields: /settings/custom-fields
Preferences
Preferences set organization timezone and theme or branding. Timezone is used for reporting and time totals. Custom branding depends on your plan.
Custom Field Types
Custom fields can support:
- Text.
- Number.
- Date.
- Date and time.
- Checkbox.
- Select or multi-select.
- URL.
- File upload.
- Percentage.
- Currency.
- Formula.
- Reference to a project, account, contact, or user.
Entities
Custom fields can be added to:
- Project, phase, milestone, and task.
- Account and contact.
- Time entry and timesheet.
- Invoice, credit note, and expense report.
- Epic, sprint, and backlog.
- Ticket.
Fields have a key, label, type, required flag, visibility, and display order.
Common Workflows
Create a Custom Field
- Open Settings > Custom Fields.
- Choose the entity type.
- Add label, field type, and configuration.
- Decide whether it is required.
- Save and test it on the related record page.
Reorder Fields
Use field ordering to place the most important fields where users can find them quickly.
Formula Fields
Formula fields calculate values from other fields. Use them for simple derived values, not for complex business logic that should live in reports, automations, or billing configuration.
Safety Notes
- Avoid deleting fields that are used in reports, automations, or integrations.
- Keep field names understandable for end users.
- Test required fields before enabling them broadly.