# Set up custom fields

Add extra client information and dates your firm needs.

Source: https://ziffa.io/user-guide/settings/other-settings

## Add a custom field

Use a custom field when the firm needs information that does not already have a standard field.

1. Open **Settings → Custom fields**.
2. Select **Add custom field**.
3. Enter a clear name and choose the appropriate field type.
4. Complete the options shown for that type and select **Save custom field**.
5. Open an applicable Entity to check that the field appears and can hold the expected value.

## Field reference

| Field | What to enter |
| --- | --- |
| **Name** | A distinct name colleagues will recognise. Names cannot duplicate another custom field in the firm. |
| **Type** | **Text**, **Date**, **Boolean (Yes / No)**, **Integer**, **Decimal**, or **Money**. Money includes an amount and currency. The type is fixed after creation. |
| **Client Types** | The client types for which the field appears. Select at least one. |
| **Applies to** | **All clients**, **Only selected clients**, or **All except selected clients**. The selected Client Types still apply. |
| **Clients** | The Entities to include or exclude for either selected-client option. Choose at least one, and keep them within the selected Client Types. |

Values are optional and are entered in the Entity's business details. Creating a field does not fill those values for existing clients.

**Narrowing the audience can remove stored values.** If affected values are shown, review them before **Confirm and remove values**. Cancel to retain the existing audience. Ziffa also blocks a change that would leave a linked date-based Job Template without its required field.

Use a Date field for information that must be used as a scheduling date. A text value that looks like a date is not the same as a Date field.

To schedule work from it, select the field in the appropriate [Job Template](https://ziffa.io/user-guide/settings/job-templates) and fill in the Entity's value. Creating a custom field alone does not create Jobs.

## Review usage

Usage has its own section in Settings. Follow [Review your firm's usage](https://ziffa.io/user-guide/settings/usage) to check the period, units, and allowance.

## Where to go next

For the core setup, return to [Configure your firm](https://ziffa.io/user-guide/settings). For daily work, use [Work with recurring Jobs](https://ziffa.io/user-guide/recurring-jobs) or [Request missing documents](https://ziffa.io/user-guide/request-and-review-documents).