How to use custom fields to store client data

Custom fields in Synup OS let you store and manage additional information about your clients beyond the standard fields provided in the platform. They are fully customizable, allowing you to capture business-specific details that matter to your workflows.

For example, you might use custom fields to store details like “Account Manager Name,” “Contract Renewal Date,” “Founder Name,” or any other relevant data point.

Synup supports two types of custom fields:

1. Regular Custom Fields: Standard data fields you manually create and update.
   
   

2. AI Custom Fields: Dynamic fields powered by Synup AI that automatically generate or update values based on client data or activity.

Custom fields are especially useful for:

• Organizing clients with tailored categories or attributes.
  
  

• Enabling advanced search, filter, and reporting capabilities.
  
  

• Personalizing client interactions with context-rich data.

How to Add a Custom Field in Synup OS

Follow these steps to create a custom field:
Log in to your Synup OS account.

1. From the left-hand navigation menu, click on Clients.

1. The Client Table will load, displaying all your existing clients in a structured grid format. On the top menu you will find Add Custom Field button. You can also access custom fields from Settings (Settings icon is on the top right of your OS screen).

Step 3: Configure Your Field

In the field creation form:

1. Name: Enter a descriptive name for the field (e.g., “Founder Name”).
   
   

2. Type: Select the type of data the field will store:
   
   

• Text

• True/False

• Number

• Percentage

• Attachment

• Date

• Phone

• Email

• URL

• Currency

3. Add or create a group you want to associate with this custom field. Groups help you filter & categorize all your custom fields in a cleaner manner so you can search them easily. For example, you could group all compliance related fields (naics, country code, etc) under one group. To access & filter all your groups, go to Settings > Custom Fields.

4. You will be able to see the newly added custom field if you go to the columns and search for it. For example, here we added a Founder Name custom field. We can find this in our columns. You can use this column to add founder’s name for all the client businesses you have, for your reference.

Creating an AI Custom Field

AI custom fields are like your research assistant. They work like regular custom fields but are automatically populated or updated by Synup AI, so you don’t have to do the googling every time you’re on a client call.
To create one:

1. In the Add Custom Field form, toggle the AI Field option.
   
   

2. Define the AI prompt or rule that tells Synup AI what to capture or calculate (e.g. Find our the NAICS code for this business based on the business category).

3. Our AI will populate the answers for all your existing clients. Define how often you want us to update the data in this field (monthly, quarterly, or yearly)

4. Then select the type of field (same as regular custom fields)

5. Enter the field name - let’s say NAICS in our case.

6. Add or create a group for this custom field.

7. Click on “Next” and our AI will start generating data for the field. You can also select a specific client for which you want to see the data.

The AI will now update this field automatically based on the logic you provided, removing the need for manual entry.

8. Click Add Field, and this field will get populated for all your clients. Based on your update frequency, our AI will update the data in this field at the given frequency.

Tip: Keep your custom field names clear and consistent so team members understand exactly what each field is for.