How do I create custom fields for contacts and the organisation?
Add your own fields to contact records and to the organisation, with types, validation, and options.
Custom fields let you capture information that BunnyDoc doesn't track out of the box — for example a contact's account number or an internal reference. You manage them under Settings → Custom Fields.
Contact and organisation fields
The page has two tabs, each showing how many fields it holds:
- Contact custom fields attach to individual contacts.
- Organisation custom fields attach to the organisation record.
Each list shows the field's Name, Slug (its key), Type, and whether it is Required or Optional. Inactive fields are badged. From any row you can View, Edit, Activate/Inactivate, or Delete the field.
Add a field
- Choose the Contact or Organisation tab, then click Add field.
- Pick a Field type: Text, Number, Date, Datetime, Boolean, Select, or Multi-select.
- Enter a Field label. The key (slug) is generated automatically from the label.
- For Select or Multi-select types, add your Options — you can add, remove, and drag to reorder them.
- For Number fields, set optional Validation: a Min, a Max, and a custom Error message.
- Toggle Required on if the field must be filled in.
- Check the live Preview to confirm how the field will appear, then save.
Reserved names
Some labels are reserved and can't be used (for example names that clash with built-in fields). If a label is blocked, choose a different one.
Deleting a field
If a field is currently in use, deleting it archives the field instead of removing it, so existing data is preserved. Fields that aren't in use are permanently deleted.
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