WEBVTT

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Enter a customer custom field value in Pixie CRM
Open Customers

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and choose Maplebridge Design the fictional
training customer This

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tutorial uses the Planning reference field
created in the related

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setup guide

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Choose the Custom Fields tab and locate Planning
reference The field

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is an optional text input with visibility
restricted to administrators

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in this example Available fields depend on the
record type and the

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visibility settings saved during field setup

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Enter the planning reference shown on screen Use
a consistent format

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that your team understands and check the value
against the customer

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record Leave the separate Verified WhatsApp
Numbers field unchanged

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this example does not register or verify a phone
number

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Choose Save After the customer page reloads
return to Custom Fields

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and verify that the planning reference is
retained Saving this value

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updates the customer record only It does not send
a message create

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an invoice or change client portal visibility

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Return to Customers and reopen the same customer
Confirm that the

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company identity and planning reference are
retained Use the custom-field

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setup guide to review the field definition
separately from the values

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entered on individual customer records