Add and manage custom fields
Add your own fields to the order and client forms, choose what clients may see on a quote, and hide fields you don't use.
On this page
Every showroom tracks something a little different: a gas line, a permit number, a measure date. Custom fields let you add these to the order and client forms, and hide the built-in fields you never use.
Where custom fields live
Click Settings in the left-hand menu and scroll down to Custom Fields. Two tabs sit at the top of the list: Orders for fields on the order form and Clients for fields on the client form.
Each row shows the field's label, its key in grey, its type and its section. Some rows carry a small grey tag such as income, cost or address. That tag means Salone uses the field for something special, like profit or the address on a quote. You can't change these tags.
Add a field
Pick the form
Click Orders or Clients at the top of the list.
Fill in the add row
At the bottom of the list, type a Label. This is the name people will see on the form, for example "Gas line".
The Key fills in by itself. It is the field's internal name: lowercase letters, numbers and underscores, starting with a letter. Leave it as suggested unless you have a reason to change it. Each key must be unique.
Choose the type
Pick a Type from the list:
| Type | What you get on the form |
|---|---|
| text | A one-line box |
| longtext | A larger box for several lines |
| bool | A checkbox |
| number | A dollar amount |
| date | A date picker |
| An email address | |
| phone | A phone number |
Choose the section (orders only)
Pick the Section of the order form where the field should appear: Job, Progress / Milestones, Cabinet Spec, Options & Includes, Pricing & Costs, Installation, Notes & Links, or Custom. Client fields have no sections.
Save it
Click Add field. The field shows up on every order (or client) form straight away, including existing ones.
Choose what the client can see
On the Orders tab, each field has a Client-visible checkbox. It decides whether that field may appear on a quote you send for approval. Ticking or unticking it saves right away.
- Out of the box, the client prices, the address and the Cabinet Spec fields are ticked. Everything else is not.
- New fields you add start unticked.
- Cost fields show the word internal instead of a checkbox. Costs can never be shown to a client.
Hide a field you don't use
There is no separate hide switch. To take a field off the form, use Remove.
Find the field
Find the field in the list, built-in or your own.
Remove it
Click Remove at the end of the row and confirm. The field stops showing on forms. Any values already saved on orders are kept.
If you add a field again later with the same key, the old values come back.
Fields tagged in Suppliers section have no Remove link. They are already hidden from the form because suppliers now live in the order's Suppliers section.
Fix a field with the wrong label
You can't edit a field after you add it: not the label, type, key or section. To fix one:
- Click Remove on the field.
- Add it again with the right label, type or section.
- Keep the same key if you want to keep the values already entered.
Good to know
- Fields can't be reordered. A new field most likely appears at the top of its section.
- No field can be made required. Every field is optional.
- You can't add new sections. Use the 8 sections listed above.
- Dropdown fields (like Designer or Material) can't be created here. To change the options in an existing dropdown, see Manage your dropdown lists.
- A new number field is not counted in profit or costs. It only affects the quote if you make it client-visible.