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How to Add Custom Fields for Clients, Projects, Invoices & More in Britixo?
Custom fields in Britixo allow you to collect and store specific information tailored to your business needs. You can apply them across modules like Clients, Projects, Invoices, Tasks, and more.
Step-by-Step Instructions:
A. Create a Custom Field.
Log in to Britixo Go to https://britixo.com/app/login and sign in as an admin.
Navigate to Custom Fields In the sidebar, go to: Setup → Custom Fields
Click “Add Custom Field” You’ll see a button in the top-right corner. Click “+ New Custom Field” .
Choose the Related Module In the first dropdown, choose where this field will appear:
Clients
Leads
Projects
Invoices
Tasks
Proposals
Tickets, etc.
Configure the Field Details
Field Name : The label you want users to see (e.g., “Referral Source”)
Field Type : Choose from text, number, date, dropdown, checkbox, etc.
Placeholder (optional) : A greyed-out hint inside the field
Default Value (optional)
Visibility Settings Choose whether the field is:
Required
Shown in tables
Visible on PDF exports
Visible to clients
Click “Save” Your custom field is now live and will show up wherever relevant.
B. Manage Existing Custom Fields.
Back in the Custom Fields List You’ll see all the fields you've created. Each entry shows the module, field type, visibility settings, and whether it’s active.
Edit or Delete Fields
Use the edit icon ( ) to change the name, type, or settings
Use the trash icon ( ) to remove a field (data entered may be lost).
Examples of Useful Custom Fields:
Tips:
Use dropdowns or checkboxes for controlled input
Don’t overload your system with unnecessary fields — focus on actionable data
Custom fields can also be included in filters and reports
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- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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