Purpose
Account Custom Fields allow you to create custom field/inputs in various places on your account to collect specific or unique data.
Field Assignments
Custom Fields can be assigned to:
Customer Address – Address-specific details or notes
Customer – Client-related information
My Account – Team member–specific details
Company – Organization-wide information
Company Location – Data related to specific branches or locations
Creating an Account Custom Field
When creating a Custom Field, provide:
Field Name – A unique name for the group
Field Assignment – Select where the fields will apply (e.g., Customer, Company)
Adding Custom Fields
Each Custom Field Group can include multiple fields with the following options:
Label – Display name shown on forms
Input Type – How data is entered:
Checkbox
Date
Multi-select
Number
Select
Text
Text Editor
Default Value – Optional preset value (variables supported)
Required – Mark the field as required or optional
Rules
Rules apply per company within Smarter Launch and do not carry across companies
Unique Group Names – No duplicate group names within a company
Unique Fields per Group – Field labels combined with input types must be unique within a group
Deletion Warning – Field Groups can be deleted even if assigned, but users are warned about potential data loss