Custom fields in Wealthbox give you the flexibility to tailor your CRM to fit your firm's unique data tracking needs. Whether you're managing specialized client information, internal processes, or tracking key relationship details, custom fields let you go beyond default system fields.

Custom fields empower your team to create a CRM experience that reflects how you work, enabling better tracking, reporting, and personalization across client relationships.

Key features of Custom Fields:

• Flexible Data Capture
  Custom Fields can be created for:
  Contact records
  Projects
  Tasks
  Events
  Opportunities
  Manual Investment Accounts
• Reportable: All custom fields are available to report on from the Wealthbox reports module.
• Enhanced Filtering: Use custom fields to filter and segment data more precisely. Create targeted views of clients or workflows based on your firm's criteria (e.g., "Review Frequency," "Client Tier," or "Next Action Step")

Creating or editing Custom Fields within your workspace

Account owners and admins can add and edit Custom Fields.

1. In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
2. Select "Customizations" in the sidebar.
3. Select "Custom Fields" under Customize Data.
4. Field For: Select the object to which the custom field is applied.
   Field Type: Select the field type.
   Label: Add a label/name for the field. This is what will display in Wealthbox.
5. Contact record custom fields can be set to display on specific record type by checking the applicable box(s).
6. Click "Save Custom Field."

Contact record Custom Fields: Custom fields appear on the right side of the screen under the contact details section when viewing a contact record.  You will not see the custom fields on contact records until you have populated the custom fields on the “edit” page of the contact record.

Category-based Custom Fields for Tasks

This feature, available on the Wealthbox Premier and Enterprise plans, allows users to choose which custom fields to display based on the task category selected. This feature allows for a more tailored approach to task setup, ensuring that only the most relevant data is shown for each task category, reducing clutter, and enhancing organization.

See: What are Category-Based Custom Fields

Common questions and best practices for Custom Fields

Q: Can custom fields be edited?
A: Custom field labels, multi-checkbox, and single select dropdown options can be edited. Custom field types cannot be changed, for example, a text field cannot be updated to a text area. 
Deleting a single select drop-down option: If you delete an option from a single select drop-down custom field and the option is actively selected on a record, Wealthbox will prompt you to select a replacement selection. 
Deleting an option from a multi-checkbox field: Removing an option will remove data from records that have the option selected. You will not be prompted for a replacement. 

Q: Can Contact Custom Fields be bulk updated?
A: While Custom Fields cannot be bulk updated via the bulk actions menu, Wealthbox offers the ability to perform bulk updates to contacts through an extended import tool called "Contact Updates." This feature allows you to import updates to existing contact records in bulk using a spreadsheet format.
Please note that this tool is not automatically enabled for all users; it’s behind an allow list.
Please reach out to our Data Migration team (migrate@wealthbox.com), who will schedule a meeting to go over how the tools work and determine which users should have the tools enabled for their logins.

Q: Can contact record be filtered by Custom Field?
A: Yes. All contact record Custom Fields will display in the contact filter options.
See: How do I filter and search for contacts?