{"id":7401,"date":"2023-10-22T11:16:20","date_gmt":"2023-10-22T11:16:20","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%84%d8%ad%d9%82%d9%88%d9%84-%d8%a7%d9%84%d8%a5%d8%b6%d8%a7%d9%81%d9%8a%d8%a9-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2026-01-13T11:33:31","modified_gmt":"2026-01-13T11:33:31","slug":"clients-additional-fields","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/clients-additional-fields\/","title":{"rendered":"Clients Additional Fields"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741090415184{margin-left: 200px !important;}&#8221;]The additional fields for clients allow you to add various custom fields for the data that you care to be present in the client&#8217;s file. In the system, you will find an extensive collection of fields, varied in their use to serve all the purposes of your business. In this guide, we will learn about the types of these fields and how to customize them.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]You can learn a brief about the use of each of the custom fields for clients\u00a0 from <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/clients-custom-fields\/\">here<\/a>.[\/vc_message][vc_custom_heading text=&#8221;How to add Additional Fields for Clients&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698151906352{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1768303969284{margin-left: 200px !important;}&#8221;]Now you can see a part of the default client screen, which you can stick with if you don&#8217;t need to create a new field.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30929 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/584976545.png\" alt=\"\" width=\"1536\" height=\"573\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/584976545.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/584976545-300x112.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/584976545-1024x382.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/584976545-768x287.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p>However, if you want to add a field to client profiles, you can head to <b>\u201cClient Settings\u201d<\/b> found in the dropdown under <b>\u201cClients\u201d<\/b> in the main menu. Then click on <b>\u201cCustom Fields\u201d<\/b>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44597 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-3.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-3.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-3-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-3-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-3-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>A list of field types available for addition appears. All you have to do is drag and drop and adjust the properties as explained in the <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/clients-additional-fields\/\">Client Custom Fields<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7406 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h07_05.png\" alt=\"\" width=\"1916\" height=\"746\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h07_05.png 1916w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h07_05-300x117.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h07_05-1024x399.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h07_05-768x299.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h07_05-1536x598.png 1536w\" sizes=\"auto, (max-width: 1916px) 100vw, 1916px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7408 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h08_01.png\" alt=\"\" width=\"441\" height=\"672\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h08_01.png 441w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h08_01-197x300.png 197w\" sizes=\"auto, (max-width: 441px) 100vw, 441px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7410 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h10_03.png\" alt=\"\" width=\"1903\" height=\"734\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h10_03.png 1903w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h10_03-300x116.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h10_03-1024x395.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h10_03-768x296.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h10_03-1536x592.png 1536w\" sizes=\"auto, (max-width: 1903px) 100vw, 1903px\" \/><\/p>\n<p>The Field Key must be unique; it is not allowed to repeat the same key for more than one field, otherwise an error message will appear:<\/p>\n<p>&#8220;(Field Name) field has a Duplicate value.&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7412 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h12_12.png\" alt=\"\" width=\"1920\" height=\"741\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h12_12.png 1920w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h12_12-300x116.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h12_12-1024x395.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h12_12-768x296.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h12_12-1536x593.png 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>The custom fields appear on the client file like this after saving.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7414 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h13_20.png\" alt=\"\" width=\"1882\" height=\"714\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h13_20.png 1882w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h13_20-300x114.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h13_20-1024x388.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h13_20-768x291.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h13_20-1536x583.png 1536w\" sizes=\"auto, (max-width: 1882px) 100vw, 1882px\" \/><\/p>\n<p>Notice the automatic appearance of the country database from the system due to the dynamic nature of the field, which you linked to the country database.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7416 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h14_41.png\" alt=\"\" width=\"1745\" height=\"643\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h14_41.png 1745w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h14_41-300x111.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h14_41-1024x377.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h14_41-768x283.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-24_16h14_41-1536x566.png 1536w\" sizes=\"auto, (max-width: 1745px) 100vw, 1745px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2126,2132],"tags":[2781,2742,2734],"class_list":{"0":"post-7401","1":"user_manual","2":"type-user_manual","3":"status-publish","4":"hentry","5":"category-clients","6":"category-client-settings","7":"tag---en","9":"tag----en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Clients Additional Fields - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/clients-additional-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clients Additional Fields - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741090415184{margin-left: 200px !important;}&#8221;]The additional fields for clients allow you to add various custom fields for the data that you care to be present in the client&#8217;s file. 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