How to Add a Custom Field to a Product in Clientexec
Custom fields in Clientexec allow you to collect additional information from clients during signup or store product-specific details in their account.
Steps to Add a Custom Field
- Log in as an Admin
Make sure you’re signed into Clientexec with administrator privileges.
- Navigate to Custom Fields
Go to: Settings → Products → Custom Fields
- Create a New Field
Click Add. In the popup, enter the name of the new field and click OK.
- Edit the Field Settings
Click on the new field to configure it. Choose the field type and adjust options (required, admin-only, show on order form, etc.).
Note: Leave all groups and products unchecked unless you want the field to appear for all products.
- Assign the Field to a Specific Product Group
Go to: Settings → Products → Products, edit the desired group, and in the Custom Fields box, enter the exact name of the field you created. Save changes.
Example Use Cases
- Collecting a domain name for hosting services
- Recording customer configuration preferences
- Adding custom notes or identifiers per product group
✅ You’ve successfully added a custom field and linked it to a product group.
Updated on: 03/09/2025
Thank you!