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

1. Log in as an Admin
   Make sure you’re signed into Clientexec with administrator privileges.
2. Navigate to Custom Fields
   Go to: Settings → Products → Custom Fields
3. Create a New Field
   Click Add. In the popup, enter the name of the new field and click OK.
4. 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.
5. 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