How to Add Custom Fields

Adding custom fields to either the client screen or project screen is easy in Builder Prime. We provide many different standard fields that you can utilize, but you can also collect some additional details that we’ve not included as you see fit.

Custom Fields are available starting with the Essentials plan. If you're interested in upgrading your current subscription, click HERE to learn how to upgrade your account.

1. The client custom fields are here at the bottom of the client record.

2. Similarly, the project custom fields are here at the bottom of the project info.

3. To create custom fields, you'll first click on Admin

4. Then Configure

5. Click on Client Settings

6. Click on Custom Fields

7. Click on New Custom Field

8. You can choose if this is a custom field for a client or a project

9. A Single Line Text allows for a short fill in

10. Multi Line Text allows for a longer paragraph style fill in.

11. Drop down allows you to create a drop down list of options to select.

12. Link will allow for a clickable hyperlink fill in. (Such as a link to LinkedIN profile, company page, Facebook link, Vimeo link, etc)

13. Number provides a quantity fill in field.

14. Money will give a dollar amount fill in area.

15. For this example, I'm going to use "Single Line Text."

16. Type in what you want your custom field to be called.

17. Placeholder text is the light grey suggested text. You can also leave this blank if you prefer.

18. If you want a default value to apply every time, type it in here.

19. The Email Variable Name will be how you add the %variable% in your emails to call out your custom field.

For more information on email templates and variables, see the article here. The Email Variable Name will be how you add the %variable% in your emails to call out your custom field.