Custom fields and forms: capture exactly what you need
Add custom fields to jobs and clients and build forms that collect precisely the information your practice needs, every time.
Every practice tracks things a little differently — entity type, financial year-end, software in use, the partner who owns the relationship. With custom fields and forms in Finye, you can capture exactly the information you need, structured the way you want it.
Custom fields, on the records that matter
Add your own fields to jobs and client records so the details you care about live where you'll use them — not in a note someone has to read.
- Choose the field type — text, numbers, dates, dropdowns and more.
- Attach them where they belong — to clients, contacts or specific kinds of jobs.
- Filter and report on them — surface custom fields on boards and dashboards to find work fast.
Forms that collect clean information
Forms turn your custom fields into structured questions. Use them internally to make sure staff capture the same details every time, or send them to clients to gather information without a long email exchange.
Consistent data, less re-keying
Because answers map to real fields, the information you collect is structured from the moment it arrives. No copying from email into a record, no inconsistent free text — just clean data attached to the right job or client, ready to filter, report on and act on.
Works with the rest of Finye
Custom fields flow through the product. Show them on your boards, drive automations and reminders from them, and surface client-facing forms through the portal so the people you serve answer once and you have it forever. Pair forms with your templates and recurring jobs to standardise data capture across every cycle.
How to get started: Go to Settings → Custom fields to define your fields, then build a form under Forms and attach it to a job type or share it with clients through the portal.