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Adding Custom Fields

Find out more information about where to add custom fields and the different custom field types

Custom fields are a great way to add more detail to any item in Expiration Reminder. There are 10 different types of custom fields to choose from. This article covers where custom fields can be added and describes each field type.

Custom fields can be applied across your Expiration Reminder modules. To access custom fields, click your account name in the top-right corner, then select **Settings**. Under the **Customize** section, click **Customize Fields**.


From here, select the module tab you want to create the field for (e.g., Expirations, Contacts) and click the **Add Field** button. You can add custom fields for the following modules:

  • Expirations

  • Contacts

  • Companies

  • Locations

  • Vehicles

  • Equipment


Custom Field Types

Text field

A text field that allows entering any type of character.

Number field

A number field allows entering any number in the text field.

Single option

The Single Option field is a dropdown list that allows you to select only one option.

Multiple options

The Multiple Options field is also a dropdown list, but allows you to select more than one option at a time.

Date field

The Date field allows you to select a date using a calendar date picker.

Multiline text

A text field that allows entering multiple lines of text.

Currency

The Currency field accepts a numeric value and formats it as a currency amount.

Link

The Link field allows you to enter a hyperlink to a file or web page.

Address

The Address field allows you to enter an address that autocompletes using a built-in database of addresses.

Contact

The Contact field is a dropdown list of all contacts in the system, allowing you to associate an item with an existing contact.