Knowledgebase

Custom Fields

WHMCS custom fields allow you to collect additional information from your clients during the sign-up process or when they update their profiles. This feature is highly flexible and can be used to gather specific details that are relevant to your business. Here's how you can work with custom fields in WHMCS:

Creating Custom Fields:

  1. Log into WHMCS:

    Access your WHMCS admin panel using your administrator credentials.

  2. Navigate to Custom Fields:

    • Go to "Setup" in the top menu.
    • Click on "Custom Client Fields" or "Custom Fields" depending on what type of field you want to create.
  3. Create a New Custom Field:

    • Click the "Create New Field" button.
  4. Fill in Field Details:

    • Enter a name for the field (e.g., "Company Name").
    • Choose the field type (e.g., text box, dropdown menu, etc.).
    • Set any validation rules or options relevant to the field type.
  5. Select Field Location:

    • Specify where the field should appear (e.g., client registration, client profile, etc.).
  6. Choose Client Groups:

    • Optionally, you can restrict the visibility of this field to specific client groups.
  7. Save Changes:

    • Click the "Save Changes" button to create the new custom field.

Editing or Deleting Custom Fields:

  1. Navigate to Custom Fields:

    • Go to "Setup" > "Custom Client Fields" or "Custom Fields."
  2. Edit Field:

    • To edit an existing custom field, locate it in the list and click on its name.
    • Make the necessary changes and click "Save Changes."
  3. Delete Field:

    • Be cautious when deleting custom fields, as it may result in data loss.
    • To delete a custom field, locate it in the list and click the red trash can icon next to it.

Using Custom Fields:

  • Custom fields will now be visible on the client's profile page in the admin area.
  • When adding a new client or editing an existing one, you will see the custom fields you created.

Custom fields in WHMCS provide a powerful way to collect specific information about your clients that may be unique to your business requirements. They allow you to tailor your client database to suit your individual needs, providing a more comprehensive view of your clients' profiles.

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