Custom fields

Custom fields let you store information Fiddle doesn’t track out of the box — anything from a country of origin on items to a PO reference on sales orders.

Create a custom field

1. Go to Settings → Custom fields.
2. Click New field and choose the record type it applies to (item, purchase order, sales order, customer, supplier, and so on).
3. Enter a label and pick a field type.
4. Mark it required if every record of that type must have a value.
5. Save. The field now appears on that record type’s form.

Field types

Type	Use for
Text	Short free-form notes or references
Number	Quantities, weights, or counts
Date	Deadlines, manufacture or expiry dates
Dropdown	A fixed list of choices you define
Checkbox	Yes/no flags

Using custom field data

Custom field values are saved with each record and can be shown in lists, filtered on, and included in exports — useful for grouping or reporting on data unique to your business.

Use a dropdown instead of free text whenever the answer is one of a known set. It keeps data consistent and makes filtering reliable.

Deleting a custom field removes its values from every record. Hide a field you no longer use rather than deleting it if you might need the history.

Next steps

Show custom fields on your documents with print templates.