{"id":9759,"date":"2024-11-29T09:10:39","date_gmt":"2024-11-29T09:10:39","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=9759"},"modified":"2024-12-03T03:34:47","modified_gmt":"2024-12-03T03:34:47","slug":"new-feature-privyr-create-custom-client-fields","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/new-feature-privyr-create-custom-client-fields\/","title":{"rendered":"\ud83c\udd95\u2728 Create Custom Client Fields"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"453\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields-1024x453.jpg\" alt=\"Now, you can use Privyr to create custom client fields!\" class=\"wp-image-9760\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields-1024x453.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields-300x133.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields-1536x680.jpg 1536w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields-300x133@2x.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>We\u2019re excited to share our newest update &#8211; <strong>Custom Client Fields<\/strong> &#8211; which helps you easily set and save important information that you want to remember about each of your clients!<\/p>\n\n\n\n<p>You can now store key details such as Lead Stage, Birthday, Budget, and more with <strong>custom date, dropdown, and text fields<\/strong> on your Privyr clients. It\u2019s super convenient! \ud83e\udd73<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"600\" height=\"450\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields-GIF.gif\" alt=\"Here's an example of how Custom Client Fields work in the Privyr mobile app.\" class=\"wp-image-9762\"\/><\/figure><\/div>\n\n\n<h2>Here are some of our favourite ways to use Custom Client Fields \ud83d\ude0d<strong>:<\/strong><\/h2>\n\n\n\n<p><strong>Dropdown Field<\/strong><\/p>\n\n\n\n<ul>\n<li><strong>\u2705 <\/strong>Lead Stage (e.g. Interested, Meeting Booked, Uncontactable)<\/li>\n\n\n\n<li>\ud83c\udfd9\ufe0f City (e.g. New York, Mumbai, London)<\/li>\n\n\n\n<li>\ud83d\udcb0 Budget (e.g. Under $5k, $5-10k, $10-25k, $25k+)<\/li>\n<\/ul>\n\n\n\n<p><strong>Date Field<\/strong><\/p>\n\n\n\n<ul>\n<li>\ud83c\udf82 Birthday<\/li>\n\n\n\n<li>\ud83c\udf89 Purchase or Renewal Date<\/li>\n\n\n\n<li>\ud83d\udc8d Wedding Anniversary<\/li>\n<\/ul>\n\n\n\n<p><strong>Text Field<\/strong><\/p>\n\n\n\n<ul>\n<li>\ud83e\uddd2 Child\u2019s Name<\/li>\n\n\n\n<li>\ud83d\udc36 Pet\u2019s Name<\/li>\n\n\n\n<li>\ud83d\ude99 Licence Number<\/li>\n\n\n\n<li>\ud83d\ude4b Referred By&nbsp;<\/li>\n\n\n\n<li>\ud83c\udfe0 Address<\/li>\n<\/ul>\n\n\n\n<p>Custom fields are available for Privyr Pro users on the Privyr mobile and web apps.<\/p>\n\n\n\n<h2>How to get started<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields_cropped-698x1024.jpg\" alt=\"Here's another example of how it looks to set up Custom Client Fields.\" class=\"wp-image-9764\" width=\"446\" height=\"655\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields_cropped-698x1024.jpg 698w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields_cropped-205x300.jpg 205w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields_cropped.jpg 836w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/11\/Custom-Client-Fields_cropped-205x300@2x.jpg 410w\" sizes=\"(max-width: 446px) 100vw, 446px\" \/><\/figure><\/div>\n\n\n<p>You can create or manage Custom Fields via the Privyr mobile app or web version. To do that, first look under your <strong>Account tab &gt; Settings &gt; Custom Client Fields<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Next, click <strong>Add New Field<\/strong> and choose the type of field you\u2019d like to set up: <strong>Text<\/strong>,<strong> Date<\/strong>,<strong> <\/strong>or <strong>Dropdown<\/strong>. Then, simply follow the directions to set up the field. \u2728<\/p>\n\n\n\n<p>When you\u2019re finished, you\u2019ll see the fields in your Client Entries!<\/p>\n\n\n\n<p>You can create up to 10 Custom Client Fields, and reorder them based on your preferences. For more detailed instructions, you can <a href=\"https:\/\/help.privyr.com\/knowledge-base\/custom-client-fields\/\" target=\"_blank\" rel=\"noreferrer noopener\">visit our help guide<\/a>.<\/p>\n\n\n\n<p>Why don\u2019t you give it a try? Set up a Custom Client Field and see how easy it is!<\/p>\n\n\n\n<div class=\"is-layout-flex wp-block-buttons\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/youtu.be\/IszkBSfZHsA\" style=\"background-color:#c863ff\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>WATCH VIDEO  \ud83c\udfa5<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>We hope Custom Client Fields makes it super easy for you to keep track of all of the client information important for your business!<\/p>\n\n\n\n<p>If you have any questions or concerns, email us at&nbsp;<a href=\"mailto:support@privyr.com\" target=\"_blank\" rel=\"noreferrer noopener\">support@privyr.com<\/a>&nbsp;and we\u2019ll be happy to assist.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Save important details like a client\u2019s birthday, budget, and lead stage to make every interaction more personal and engaging. \ud83c\udf1f<\/p>\n","protected":false},"author":8,"featured_media":9779,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[207],"tags":[788,786,469,791,538],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create Custom Client Fields Like Birthday, Budget, and Lead Stage<\/title>\n<meta name=\"description\" content=\"Custom client fields help you save important details like client birthdays and budget to make every interaction more personal and engaging \ud83c\udf1f\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.privyr.com\/blog\/new-feature-privyr-create-custom-client-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta 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