Custom Fields
Custom fields let you add your own data fields to items, customers, or other records. If Peasy's built-in fields don't cover everything you need to track, custom fields fill the gap.
How to Get There
Go to Configure > Custom Fields (under the Data section) in the sidebar.
Creating a Custom Field
- Click + New Custom Field.
- Choose what type of record this field applies to (items, customers, etc.).
- Enter a field name (like "Lot Number," "Region," or "Credit Terms").
- Choose the field type (text, number, date, dropdown, etc.).
- Save.
The custom field appears as a new column in the relevant table.
Where Custom Fields Show Up
Once created, custom fields appear in:
- Data tables — As additional columns you can view and edit inline
- Detail views — When you open a record's detail panel
- Filters — You can filter by custom field values
Field Types
| Type | Best for |
|---|---|
| Text | Free-form text (notes, codes, references) |
| Number | Quantities, measurements, scores |
| Date | Deadlines, expiration dates |
| Dropdown | Predefined options (status, region, tier) |
Editing Custom Fields
You can update custom field values directly in the table — click the cell and type. Changes save automatically.
Good to Know
- Custom fields are available to your whole team.
- You can hide custom field columns from the table using column preferences if you don't need them visible all the time.
- Custom field data is included when you search and filter records.
Related
- Managing Buy Items — Custom fields on items
- Managing Customers — Custom fields on customers