WEBVTT

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Create a customer custom field in Pixie CRM From
Setup open Custom

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Fields and choose New Custom Field Custom fields
add structured

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information to supported record types with their
own field type

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and visibility settings

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Set Field Belongs to Customers Enter Planning
reference marked as

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Training Choose a name that clearly describes the
information your

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team needs The field belongs to customer records
in this workspace

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rather than leads staff or invoice items

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Choose Input as the field type and set the order
to one Keep the

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default grid width of twelve This creates a
single text input for

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a planning reference Leave the default value
empty so a new customer

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record is not filled with an assumed reference

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Restrict visibility to administrators for this
example Leave Required

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off and keep client portal visibility off This
makes the training

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field optional and limits its audience Review
these choices against

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your own process before capturing real customer
information

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Choose Save then return to Custom Fields and open
the saved field

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name Verify that it belongs to Customers uses the
Input type and

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retains the intended order and grid width This
tutorial creates

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the field definition without entering a customer
value

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Confirm that the administrator-only restriction
is retained Required

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remains off and the field is enabled Client
portal visibility remains

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off The custom field is now available for the
intended staff workflow

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with no customer value or external communication
created in this

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tutorial