Create custom fields

Custom fields empower administrators to tailor the platform to their specific operational needs by enabling the addition of unique data fields. These fields can be applied to both their client list—whether individuals or organizations—and individual client contacts within those client list. This flexibility allows businesses to capture and organize information critical to their unique workflows, going beyond the standard fields provided. Administrators can define exactly which additional data points are essential for their client relationships.

Once these custom fields are established, assigned team members can actively use these custom fields to enrich and update client profiles with precise, relevant information. This ensures that all pertinent details, from industry-specific classifications to unique service requirements, are readily accessible and consistently maintained within the client hub. The result is a better-informed assigned team members, streamlined information sharing, and a more efficient, personalized client management experience.

To create custom fields:

1. From your ShareFile account, go to Account settings
2. Navigate to client hub management.
3. Select Custom fields.
4. Select Create custom field.
5. From the Create custom field screen:

   1. Enter a Name for the field.

   2. Select the custom field type from the given options:

      1. Short text (single-line)
      2. Long text (multi-line)
      3. Dropdown list.
      4. Clickable link

   3. Select who the custom field options should be applied to:

      1. All clients
      2. Individual clients only
      3. Company clients only

      NOTES:

      • Selecting All clients applies the custom fields to both individual and organization clients. This gives administrators the flexibility to define distinct fields for each client type, should they choose to differentiate them.
      • Client custom fields can be applied to All clients, Individual clients only or Company clients only. ‘All clients’ will apply the custom fields that you create to both individual clients and organization clients. This allows administrators to be able to specify certain fields to individual clients and organization clients differently if they choose.
      • Contact custom fields are applied to all contacts on the account regardless of whether they are a contact on an individual client or an organization client.

   4. Click Create.