Enter and verify a customer custom field value

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Enter a customer custom field value in Pixie CRM. Open Customers and choose Maplebridge Design, the fictional training customer. This tutorial uses the Planning reference field created in the related setup guide.

Choose the Custom Fields tab and locate Planning reference. The field is an optional text input, with visibility restricted to administrators in this example. Available fields depend on the record type and the visibility settings saved during field setup.

Enter the planning reference shown on screen. Use a consistent format that your team understands and check the value against the customer record. Leave the separate Verified WhatsApp Numbers field unchanged; this example does not register or verify a phone number.

Choose Save. After the customer page reloads, return to Custom Fields and verify that the planning reference is retained. Saving this value updates the customer record only. It does not send a message, create an invoice or change client portal visibility.

Return to Customers and reopen the same customer. Confirm that the company identity and planning reference are retained. Use the custom-field setup guide to review the field definition separately from the values entered on individual customer records.