Custom Fields
Technical Content Cleanup Summary
Last Updated: February 5, 2026Overview Removed all technical content from custom fields documentation while preserving user-friendly instructions and UI guidance. Files Cleaned 1. custom-field-permissions.md Removed: Preserved: 2. custom-field-types.md Removed: Preserved: 3. custom-field-validation.md Removed: Preserved: 4. deleting-custom-fields.md Removed: Preserved: 5. creating-custom-fields.md Status: No technical content found – already user-friendly 6. editing-custom-fields.md Status: No technical content found – already user-friendly Content...
Reordering Custom Fields
Last Updated: February 24, 2026Control field display order for better data entry flow. Reordering Methods Drag and Drop Manual Order Numbers Tip: Use increments of 10 (10, 20, 30) for easier insertion later. Where Order Applies Field order affects contact forms, API responses, mobile app, and CSV exports. Within Groups: Fields are ordered within their assigned group. Group order...
Editing Custom Fields
Last Updated: February 24, 2026Modify existing custom fields while preserving data. Accessing Field Editor What Can Be Changed Field Label: Display name – updates immediately everywhere Field Group: Changes form location Help Text: Descriptive text below field Options (Select/Radio/Checkbox): Read-Only Status: Toggle to prevent/allow editing Permissions: Control role access (Create, Read, Update) What Cannot Be Changed Field Slug: Internal...
Deleting Custom Fields
Last Updated: February 24, 2026Remove custom fields while understanding data preservation and recovery. Deleting a Field What Happens Field Definition Removed: Data Preserved (Hidden): Before Deleting Export data: PloverCRM → Contacts → Export → Download CSV Check usage: Verify field isn’t used in forms, API, reports, or mobile app Communicate: Notify team members Recovering a Deleted Field Existing data...
Custom Field Validation
Last Updated: February 5, 2026PloverCRM validates all custom field data to ensure quality, prevent errors, and maintain database integrity. [Screenshot: Form showing validation errors with clear messages] Overview Validation occurs at every entry point (UI, API, forms, imports) and provides: Validation Layers: [Screenshot: Validation flow diagram] How Validation Works Process: Validation vs Sanitization: Both are essential for data quality...
Custom Field Types
Last Updated: February 5, 2026PloverCRM supports 10 field types for flexible data collection. Choose the right type for data consistency and proper validation. [Screenshot: Field type selection dropdown in custom field creation form] Available Field Types 1. Text Field Single-line text for short values (max 255 chars). Use for: Job Title, Employee ID, Department, Office Location [Screenshot: Text field...
Custom Field Permissions
Last Updated: February 5, 2026Control field access with role-based permissions for enhanced security and team collaboration. [Screenshot: Role Manager showing field permissions matrix] Overview PloverCRM provides granular field-level permissions at three levels: Create, Read, and Update. Combined with ownership scopes, this enables: Prerequisites: Super Admin role, understanding of PloverCRM roles Permission Types Create Permission Controls: Setting field value when...
Creating Custom Fields
Last Updated: February 18, 2026Custom fields extend PloverCRM’s contact data to capture business-specific information. Field Types See Custom Field Types for details. Creating a Field Required Settings Label: Display name (e.g., “Company Name”, “Job Title”) Slug: Unique identifier, auto-generated (e.g., company_name) Type: Field format – cannot be changed after creation Optional Settings Group: Organizes fields into categories Description: Help...