Introducing Custom Fields
Unlock new possibilities with Custom Fields. Capture precisely the information you need—tailored to your unique workflows. With Custom Fields, you can easily add specific data to records, empowering your team to make day-to-day operations smoother and reporting faster and more insightful.
You can also capture custom field data in application forms, ensuring you have the information you need from the very start.
The best part? You can create as many Custom Fields as your business needs, giving you endless ways to customize and streamline your processes.
Available exclusively for Premium customers, Custom Fields are here to take your productivity and data organization to the next level.
How to get started
Where can I add Custom Fields?
| Entity | Custom Fields |
| Course Offer | ✔ |
| Unit Offer | ✔ |
| Agent | ✔ |
| Learner | ✔ |
| Course Enrolment | ✔ |
| Unit Enrolment | ✔ |
| Course | ✔ |
| Unit | ✔ |
| Workplace | ✔ |
| Staff | ✔ |
Using Custom Fields
Custom Fields appear on the right-hand side of the page, or they have their own page in the left-hand navigation.
The fields that are visible depend on your role.
Secure Custom Fields are visible only by Owner and Admin roles. Non-secure fields are viewable by all roles. Use the Is Secure toggle: How to Add and Manage Custom Fields
How to add data into Custom Fields
You can also collect data for Learner and Course Enrolment custom fields using Sales+ Application Forms.
How to Collect Custom Data on Application Forms
Export your custom data using our Data Export tools, or the new BI Connector.